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
$460M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.38M
3
+$1.25M
4
DIS icon
Walt Disney
DIS
+$698K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$595K

Top Sells

1
+$707K
2
+$659K
3
+$592K
4
BP icon
BP
BP
+$581K
5
MSFT icon
Microsoft
MSFT
+$291K

Sector Composition

1 Healthcare 10.49%
2 Technology 7.53%
3 Financials 3.99%
4 Consumer Staples 3.58%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$50K 0.01%
738
377
$50K 0.01%
2,550
378
$50K 0.01%
1,957
379
$49K 0.01%
+646
380
$49K 0.01%
345
-8
381
$48K 0.01%
1,512
382
$48K 0.01%
1,049
383
$48K 0.01%
683
+2
384
$47K 0.01%
1,281
385
$46K 0.01%
1,407
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386
$46K 0.01%
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387
$45K 0.01%
182
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388
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389
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390
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391
$43K 0.01%
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392
$43K 0.01%
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393
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2,431
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397
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398
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399
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400
$41K 0.01%
365
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16
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