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
376
$18K 0.01%
400
+207
377
$17K 0.01%
360
378
$17K 0.01%
1,970
379
$17K 0.01%
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380
$17K 0.01%
100
381
$17K 0.01%
235
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382
$17K 0.01%
268
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383
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200
384
$16K 0.01%
195
385
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386
$16K 0.01%
180
387
$16K 0.01%
270
388
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+1,069
389
$15K 0.01%
8
390
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391
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393
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394
$15K 0.01%
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310
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505
399
$15K 0.01%
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400
$15K 0.01%
5,268
+1,606
14 15
16
17 18