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
$264M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$663K
3
+$589K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$447K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$417K

Top Sells

1
+$6.67M
2
+$1.36M
3
+$732K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$569K
5
VTV icon
Vanguard Value ETF
VTV
+$442K

Sector Composition

1 Healthcare 11.67%
2 Technology 6.15%
3 Consumer Staples 4.82%
4 Communication Services 4.41%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
+736
452
$10K ﹤0.01%
255
453
$10K ﹤0.01%
500
454
$10K ﹤0.01%
1,167
455
$10K ﹤0.01%
94
456
$9K ﹤0.01%
216
457
$9K ﹤0.01%
188
458
$9K ﹤0.01%
343
-663
459
$9K ﹤0.01%
209
460
$9K ﹤0.01%
100
461
$9K ﹤0.01%
205
462
$9K ﹤0.01%
46
463
$9K ﹤0.01%
190
-100
464
$9K ﹤0.01%
99
465
$9K ﹤0.01%
360
466
$9K ﹤0.01%
1,334
467
$9K ﹤0.01%
125
468
$9K ﹤0.01%
214
469
$9K ﹤0.01%
163
470
$9K ﹤0.01%
354
471
$9K ﹤0.01%
1,251
-1
472
$9K ﹤0.01%
+156
473
$8K ﹤0.01%
308
474
$8K ﹤0.01%
279
475
$8K ﹤0.01%
772
17 18
19
20 21