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
$253M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$814K
3
+$745K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$482K

Top Sells

1
+$1.11M
2
+$605K
3
+$422K
4
AON icon
Aon
AON
+$393K
5
GE icon
GE Aerospace
GE
+$326K

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 5.85%
3 Financials 5.14%
4 Technology 4.75%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
561
427
$11K ﹤0.01%
214
428
$11K ﹤0.01%
1,452
429
$11K ﹤0.01%
+100
430
$11K ﹤0.01%
100
431
$10K ﹤0.01%
100
432
$10K ﹤0.01%
1,167
433
$10K ﹤0.01%
99
434
$10K ﹤0.01%
184
435
$10K ﹤0.01%
195
436
$10K ﹤0.01%
368
437
$10K ﹤0.01%
126
+91
438
$10K ﹤0.01%
279
439
$10K ﹤0.01%
211
+141
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$10K ﹤0.01%
609
+351
441
$9K ﹤0.01%
136
442
$9K ﹤0.01%
1,890
+1,260
443
$8K ﹤0.01%
100
444
$8K ﹤0.01%
174
445
$8K ﹤0.01%
227
+147
446
$8K ﹤0.01%
44
447
$8K ﹤0.01%
679
448
$8K ﹤0.01%
206
+152
449
$7K ﹤0.01%
274
450
$7K ﹤0.01%
200
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