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
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37K 0.01%
120
402
$37K 0.01%
520
403
$37K 0.01%
+994
404
$36K 0.01%
152
405
$36K 0.01%
169
406
$36K 0.01%
438
+50
407
$36K 0.01%
207
+33
408
$35K 0.01%
+680
409
$35K 0.01%
950
+1
410
$35K 0.01%
307
411
$35K 0.01%
1,095
412
$34K 0.01%
500
413
$34K 0.01%
1,601
414
$34K 0.01%
759
415
$34K 0.01%
8,626
+27
416
$33K 0.01%
114
417
$33K 0.01%
550
418
$33K 0.01%
1,260
419
$33K 0.01%
+511
420
$32K 0.01%
+585
421
$32K 0.01%
2,665
422
$32K 0.01%
1,056
423
$32K 0.01%
220
424
$32K 0.01%
1,339
425
$32K 0.01%
533
+3
15 16
17
18 19