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
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$7.06M
3 +$3.21M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.95M
5
DOW icon
Dow Inc
DOW
+$2.07M

Top Sells

1 +$4.96M
2 +$3.65M
3 +$509K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$388K
5
CVS icon
CVS Health
CVS
+$363K

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%
255
+210
427
$37K 0.01%
606
428
$37K 0.01%
586
+205
429
$37K 0.01%
1,601
430
$37K 0.01%
967
+2
431
$37K 0.01%
1,717
432
$37K 0.01%
1,087
433
$37K 0.01%
615
434
$36K 0.01%
438
435
$36K 0.01%
207
436
$35K 0.01%
115
437
$35K 0.01%
400
438
$34K 0.01%
113
439
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+700
440
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+903
441
$33K 0.01%
300
442
$33K 0.01%
445
443
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282
444
$32K 0.01%
683
445
$32K 0.01%
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446
$32K 0.01%
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333
-6
449
$32K 0.01%
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$31K 0.01%
676
+70