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
$264M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$663K
3
+$589K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$447K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$417K

Top Sells

1
+$6.67M
2
+$1.36M
3
+$732K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$569K
5
VTV icon
Vanguard Value ETF
VTV
+$442K

Sector Composition

1 Healthcare 11.67%
2 Technology 6.15%
3 Consumer Staples 4.82%
4 Communication Services 4.41%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
1,413
352
$22K 0.01%
1,260
353
$22K 0.01%
213
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354
$22K 0.01%
350
355
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+319
356
$22K 0.01%
+131
357
$21K 0.01%
500
358
$21K 0.01%
350
359
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+100
360
$20K 0.01%
4,600
361
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229
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362
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2,000
363
$20K 0.01%
300
364
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365
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366
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$20K 0.01%
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368
$20K 0.01%
333
369
$19K 0.01%
945
370
$19K 0.01%
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371
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372
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373
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180
374
$19K 0.01%
501
375
$19K 0.01%
735
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