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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$806K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$378K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$368K

Top Sells

1
+$1.08M
2
+$742K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$305K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$289K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
1,685
352
$21K 0.01%
1,690
353
$21K 0.01%
300
354
$21K 0.01%
1,400
355
$21K 0.01%
498
+3
356
$21K 0.01%
267
357
$20K 0.01%
1,800
358
$20K 0.01%
+859
359
$20K 0.01%
461
360
$20K 0.01%
833
361
$20K 0.01%
1,593
362
$20K 0.01%
1,200
363
$19K 0.01%
252
+2
364
$19K 0.01%
112
+1
365
$19K 0.01%
324
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366
$19K 0.01%
504
367
$19K 0.01%
1,277
+17
368
$19K 0.01%
575
369
$18K 0.01%
+437
370
$18K 0.01%
1,094
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$18K 0.01%
261
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$18K 0.01%
750
+3
373
$18K 0.01%
262
374
$17K 0.01%
1,135
375
$17K 0.01%
316
13 14
15
16 17