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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K 0.01%
437
+8
402
$15K 0.01%
329
+1
403
$15K 0.01%
331
404
$15K 0.01%
327
+1
405
$14K 0.01%
360
406
$14K 0.01%
460
407
$14K 0.01%
679
408
$14K 0.01%
410
+109
409
$14K 0.01%
662
410
$14K 0.01%
3,000
411
$14K 0.01%
333
412
$14K 0.01%
1,405
413
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603
+7
414
$14K 0.01%
1,208
415
$13K 0.01%
60
416
$13K 0.01%
853
+15
417
$13K 0.01%
406
418
$13K 0.01%
525
419
$13K 0.01%
505
420
$13K 0.01%
524
421
$13K 0.01%
1,000
422
$13K 0.01%
325
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423
$12K 0.01%
1,040
-700
424
$12K 0.01%
108
425
$12K 0.01%
+56
15 16
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