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
$460M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.38M
3
+$1.25M
4
DIS icon
Walt Disney
DIS
+$698K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$595K

Top Sells

1
+$707K
2
+$659K
3
+$592K
4
BP icon
BP
BP
+$581K
5
MSFT icon
Microsoft
MSFT
+$291K

Sector Composition

1 Healthcare 10.49%
2 Technology 7.53%
3 Financials 3.99%
4 Consumer Staples 3.58%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K 0.01%
229
+22
427
$33K 0.01%
835
-200
428
$33K 0.01%
417
429
$33K 0.01%
330
+75
430
$33K 0.01%
1,717
431
$33K 0.01%
400
432
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433
433
$32K 0.01%
700
434
$32K 0.01%
852
435
$32K 0.01%
894
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436
$32K 0.01%
227
+3
437
$31K 0.01%
516
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438
$31K 0.01%
205
439
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440
$31K 0.01%
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441
$31K 0.01%
445
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$30K 0.01%
969
+2
443
$30K 0.01%
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444
$30K 0.01%
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445
$29K 0.01%
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446
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447
$29K 0.01%
438
448
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1,000
449
$29K 0.01%
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450
$29K 0.01%
400
16 17
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