KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.02M
3
+$872K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$562K
5
VDE icon
Vanguard Energy ETF
VDE
+$329K

Top Sells

1
+$765K
2
+$485K
3
+$381K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$283K

Sector Composition

1 Healthcare 14.61%
2 Energy 6.75%
3 Technology 5.73%
4 Financials 5.68%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
833
+275
352
$21K 0.01%
585
+4
353
$21K 0.01%
+265
354
$21K 0.01%
744
+3
355
$21K 0.01%
+525
356
$21K 0.01%
480
357
$21K 0.01%
436
-200
358
$21K 0.01%
111
359
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853
360
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324
+1
361
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100
362
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717
-195
363
$20K 0.01%
1,260
364
$20K 0.01%
2,000
365
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+260
366
$20K 0.01%
769
367
$20K 0.01%
238
368
$20K 0.01%
489
369
$19K 0.01%
+1,299
370
$19K 0.01%
949
371
$19K 0.01%
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372
$19K 0.01%
5,000
373
$19K 0.01%
262
374
$19K 0.01%
457
375
$19K 0.01%
347
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