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
$512M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.58M
3
+$3.99M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$945K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$873K

Top Sells

1
+$521K
2
+$315K
3
+$283K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$263K
5
BABA icon
Alibaba
BABA
+$257K

Sector Composition

1 Healthcare 11.09%
2 Technology 8.58%
3 Financials 4.18%
4 Consumer Discretionary 3.94%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$40K 0.01%
953
+1
402
$40K 0.01%
520
403
$40K 0.01%
438
404
$39K 0.01%
1,281
405
$39K 0.01%
245
406
$38K 0.01%
210
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$38K 0.01%
113
408
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409
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410
$37K 0.01%
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411
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412
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413
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414
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415
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417
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1,601
418
$33K 0.01%
220
419
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422
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312
423
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350
424
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4,139
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425
$33K 0.01%
220
+31
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17
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