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
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$7.06M
3
+$3.21M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.95M
5
DOW icon
Dow Inc
DOW
+$2.07M

Top Sells

1
+$4.96M
2
+$3.65M
3
+$509K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$388K
5
CVS icon
CVS Health
CVS
+$363K

Sector Composition

1 Healthcare 10.4%
2 Technology 8.47%
3 Financials 4.04%
4 Consumer Discretionary 3.68%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$70K 0.01%
800
352
$70K 0.01%
1,035
353
$69K 0.01%
1,512
-20
354
$69K 0.01%
1,214
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355
$68K 0.01%
170
356
$66K 0.01%
875
357
$66K 0.01%
+664
358
$66K 0.01%
4,000
359
$66K 0.01%
412
360
$66K 0.01%
160
361
$65K 0.01%
222
362
$64K 0.01%
+131
363
$63K 0.01%
368
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364
$63K 0.01%
556
365
$62K 0.01%
522
366
$62K 0.01%
238
367
$61K 0.01%
353
368
$61K 0.01%
1,000
369
$60K 0.01%
1,728
370
$60K 0.01%
2,430
+1,020
371
$60K 0.01%
365
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372
$59K 0.01%
2,000
373
$59K 0.01%
1,049
374
$57K 0.01%
1,013
375
$56K 0.01%
445
13 14
15
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