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
376
$56K 0.01%
+2,550
377
$56K 0.01%
1,219
378
$55K 0.01%
756
379
$54K 0.01%
410
380
$54K 0.01%
1,355
381
$54K 0.01%
433
382
$54K 0.01%
224
+2
383
$53K 0.01%
+773
384
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910
385
$53K 0.01%
681
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386
$52K 0.01%
119
387
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738
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596
389
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390
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+1,957
391
$51K 0.01%
971
392
$51K 0.01%
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393
$51K 0.01%
417
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394
$49K 0.01%
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395
$49K 0.01%
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$48K 0.01%
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397
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398
$47K 0.01%
1,281
399
$47K 0.01%
400
400
$47K 0.01%
228
14 15
16
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