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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$806K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$378K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$368K

Top Sells

1
+$1.08M
2
+$742K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$305K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$289K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
+406
402
$14K 0.01%
5,000
403
$14K 0.01%
300
404
$14K 0.01%
421
-331
405
$14K 0.01%
1,405
406
$14K 0.01%
328
+2
407
$14K 0.01%
306
408
$14K 0.01%
300
-2
409
$14K 0.01%
239
+1
410
$14K 0.01%
489
411
$13K 0.01%
805
412
$13K 0.01%
574
+174
413
$13K 0.01%
838
+17
414
$13K 0.01%
662
-230
415
$13K 0.01%
505
416
$13K 0.01%
1,000
417
$13K 0.01%
300
418
$13K 0.01%
524
419
$13K 0.01%
828
420
$13K 0.01%
1,000
421
$13K 0.01%
528
422
$13K 0.01%
650
423
$12K 0.01%
360
424
$12K 0.01%
+1,564
425
$12K 0.01%
679
15 16
17
18 19