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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$806K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$378K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$368K

Top Sells

1
+$1.08M
2
+$742K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$305K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$289K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K 0.01%
1,740
377
$17K 0.01%
480
378
$17K 0.01%
457
379
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500
-101
380
$17K 0.01%
279
+1
381
$17K 0.01%
326
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382
$17K 0.01%
600
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383
$17K 0.01%
400
384
$16K 0.01%
500
385
– –
-100
386
$16K 0.01%
177
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387
$16K 0.01%
350
388
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1,260
389
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331
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390
$16K 0.01%
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391
$15K 0.01%
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392
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393
$15K 0.01%
339
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$15K 0.01%
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399
$15K 0.01%
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400
$14K 0.01%
460
14 15
16
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