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
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
536
352
$54K 0.01%
910
-40
353
$54K 0.01%
+1,049
354
$54K 0.01%
212
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355
$54K 0.01%
707
356
$54K 0.01%
347
357
$53K 0.01%
1,035
358
$53K 0.01%
1,056
359
$53K 0.01%
220
+2
360
$52K 0.01%
1,349
+259
361
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180
362
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363
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364
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909
365
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324
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368
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920
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369
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370
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852
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374
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1,377
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375
$45K 0.01%
549
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