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
$157M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.02M
3
+$872K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$562K
5
VDE icon
Vanguard Energy ETF
VDE
+$329K

Top Sells

1
+$765K
2
+$485K
3
+$381K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$283K

Sector Composition

1 Healthcare 14.61%
2 Energy 6.75%
3 Technology 5.73%
4 Financials 5.68%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K 0.01%
281
402
$15K 0.01%
300
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60
405
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+300
406
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333
407
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498
408
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410
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524
412
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400
414
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415
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250
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384
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417
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-50
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419
$12K 0.01%
360
420
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421
$12K 0.01%
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422
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136
423
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800
424
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130
425
$12K 0.01%
72
-70
15 16
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