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
$243M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$762K
2 +$393K
3 +$388K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$262K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$258K

Top Sells

1 +$889K
2 +$745K
3 +$390K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
M icon
Macy's
M
+$224K

Sector Composition

1 Healthcare 10.4%
2 Consumer Staples 5.31%
3 Financials 5.26%
4 Technology 5.15%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$8K ﹤0.01%
116
+37
452
$8K ﹤0.01%
347
+2
453
$8K ﹤0.01%
679
454
$8K ﹤0.01%
+75
455
$8K ﹤0.01%
+77
456
$7K ﹤0.01%
+151
457
$7K ﹤0.01%
+88
458
$7K ﹤0.01%
+100
459
$7K ﹤0.01%
+235
460
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181
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200
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772
+280
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108
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743
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$7K ﹤0.01%
+39
466
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+130
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277
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468
$7K ﹤0.01%
+43
469
$7K ﹤0.01%
323
+182
470
$7K ﹤0.01%
115
471
$7K ﹤0.01%
+51
472
$6K ﹤0.01%
105
473
$6K ﹤0.01%
100
474
$6K ﹤0.01%
216
475
$6K ﹤0.01%
274