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
$263M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1 +$6.86M
2 +$4.92M
3 +$1.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$987K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$840K

Top Sells

1 +$3.05M
2 +$316K
3 +$308K
4
VZ icon
Verizon
VZ
+$277K
5
RTX icon
RTX Corp
RTX
+$267K

Sector Composition

1 Healthcare 9.99%
2 Technology 8.32%
3 Consumer Staples 4.58%
4 Communication Services 4.11%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K ﹤0.01%
274
452
$9K ﹤0.01%
18
453
$9K ﹤0.01%
308
454
$9K ﹤0.01%
100
455
$9K ﹤0.01%
205
456
$9K ﹤0.01%
46
457
$9K ﹤0.01%
279
458
$9K ﹤0.01%
95
459
$9K ﹤0.01%
214
460
$9K ﹤0.01%
49
-131
461
$8K ﹤0.01%
658
462
$8K ﹤0.01%
248
463
$8K ﹤0.01%
101
464
$8K ﹤0.01%
43
465
$8K ﹤0.01%
125
466
$8K ﹤0.01%
79
467
$8K ﹤0.01%
29
468
$8K ﹤0.01%
116
469
$8K ﹤0.01%
48
470
$8K ﹤0.01%
325
471
$8K ﹤0.01%
+100
472
$7K ﹤0.01%
376
473
$7K ﹤0.01%
71
474
$7K ﹤0.01%
219
475
$7K ﹤0.01%
727
+227