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
376
$19K 0.01%
+250
377
$19K 0.01%
401
-48
378
$18K 0.01%
34
379
$18K 0.01%
223
+187
380
$18K 0.01%
1,970
381
$18K 0.01%
+160
382
$18K 0.01%
+145
383
$18K 0.01%
200
384
$18K 0.01%
200
385
$18K 0.01%
909
386
$18K 0.01%
268
387
$17K 0.01%
6,268
+1,000
388
$17K 0.01%
280
389
$17K 0.01%
360
390
$17K 0.01%
110
391
$17K 0.01%
596
392
$17K 0.01%
631
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393
$17K 0.01%
407
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394
$16K 0.01%
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395
$16K 0.01%
8
396
$16K 0.01%
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397
$16K 0.01%
60
398
$16K 0.01%
310
399
$16K 0.01%
75
400
$15K 0.01%
333
14 15
16
17 18