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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K 0.01%
800
-793
452
$10K 0.01%
640
453
$10K 0.01%
600
454
$9K 0.01%
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455
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164
456
$9K 0.01%
195
457
$9K 0.01%
+500
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$9K 0.01%
72
459
$9K 0.01%
527
-1
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$8K ﹤0.01%
574
461
$8K ﹤0.01%
1,150
-414
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100
463
$8K ﹤0.01%
283
464
$8K ﹤0.01%
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465
$8K ﹤0.01%
526
466
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208
-347
467
$8K ﹤0.01%
144
468
$7K ﹤0.01%
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469
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$7K ﹤0.01%
24
+1
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472
$7K ﹤0.01%
150
473
$7K ﹤0.01%
157
474
$7K ﹤0.01%
+88
475
$7K ﹤0.01%
2,000
17 18
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