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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$24K 0.01%
875
352
$24K 0.01%
317
+20
353
$24K 0.01%
1,690
354
$24K 0.01%
1,309
-614
355
$23K 0.01%
1,685
356
$23K 0.01%
253
+1
357
$23K 0.01%
829
358
$23K 0.01%
721
359
$23K 0.01%
475
360
$23K 0.01%
700
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361
$23K 0.01%
100
362
$22K 0.01%
925
363
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859
364
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504
365
$22K 0.01%
503
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366
$22K 0.01%
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367
$21K 0.01%
1,135
368
$21K 0.01%
212
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369
$21K 0.01%
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370
$21K 0.01%
461
371
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1,190
372
$21K 0.01%
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373
$21K 0.01%
958
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374
$20K 0.01%
437
375
$20K 0.01%
112
13 14
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