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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
+441
427
$12K ﹤0.01%
+260
428
$12K ﹤0.01%
202
429
$12K ﹤0.01%
111
+76
430
$12K ﹤0.01%
+84
431
$12K ﹤0.01%
268
432
$11K ﹤0.01%
+815
433
$11K ﹤0.01%
263
+2
434
$11K ﹤0.01%
460
435
$11K ﹤0.01%
94
436
$11K ﹤0.01%
152
437
$11K ﹤0.01%
+355
438
$11K ﹤0.01%
270
439
$11K ﹤0.01%
1,500
440
$11K ﹤0.01%
331
441
$10K ﹤0.01%
70
442
$10K ﹤0.01%
+46
443
$10K ﹤0.01%
1,000
444
$10K ﹤0.01%
+40
445
$10K ﹤0.01%
335
+310
446
$10K ﹤0.01%
+152
447
$10K ﹤0.01%
343
448
$10K ﹤0.01%
443
-153
449
$10K ﹤0.01%
+30
450
$10K ﹤0.01%
+85
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