KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$9.9M
2 +$7.08M
3 +$3.27M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.91M
5
DOW icon
Dow Inc
DOW
+$1.96M

Top Sells

1 +$4.89M
2 +$3.58M
3 +$506K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$386K
5
CVS icon
CVS Health
CVS
+$376K

Sector Composition

1 Healthcare 10.4%
2 Technology 8.47%
3 Financials 4.04%
4 Consumer Discretionary 3.68%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$37K 0.01%
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427
$37K 0.01%
255
+210
428
$37K 0.01%
606
429
$37K 0.01%
586
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$37K 0.01%
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$37K 0.01%
967
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433
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615
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436
$35K 0.01%
115
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438
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$33K 0.01%
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$32K 0.01%
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676
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