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
$263M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.92M
3
+$1.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$987K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$840K

Top Sells

1
+$3.05M
2
+$316K
3
+$308K
4
VZ icon
Verizon
VZ
+$277K
5
RTX icon
RTX Corp
RTX
+$267K

Sector Composition

1 Healthcare 9.99%
2 Technology 8.32%
3 Consumer Staples 4.58%
4 Communication Services 4.11%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
+1,366
352
$21K 0.01%
350
353
$21K 0.01%
257
+93
354
$20K 0.01%
500
355
$20K 0.01%
1,232
356
$20K 0.01%
1,000
-500
357
$20K 0.01%
350
358
$19K 0.01%
372
359
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909
360
$19K 0.01%
500
361
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152
362
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363
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364
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501
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365
$19K 0.01%
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366
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367
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368
$19K 0.01%
449
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369
$18K 0.01%
596
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100
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280
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373
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374
$18K 0.01%
595
375
$18K 0.01%
250
-175
13 14
15
16 17