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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
116
452
$10K ﹤0.01%
+359
453
$9K ﹤0.01%
156
454
$9K ﹤0.01%
+128
455
$9K ﹤0.01%
1,970
456
$9K ﹤0.01%
100
457
$9K ﹤0.01%
+84
458
$9K ﹤0.01%
+136
459
$9K ﹤0.01%
716
460
$9K ﹤0.01%
125
461
$9K ﹤0.01%
95
462
$9K ﹤0.01%
+100
463
$8K ﹤0.01%
200
464
$8K ﹤0.01%
+70
465
$8K ﹤0.01%
100
466
$8K ﹤0.01%
209
467
$8K ﹤0.01%
240
468
$8K ﹤0.01%
208
+18
469
$8K ﹤0.01%
840
470
$8K ﹤0.01%
+53
471
$8K ﹤0.01%
529
+14
472
$8K ﹤0.01%
101
473
$8K ﹤0.01%
82
474
$8K ﹤0.01%
136
-16
475
$8K ﹤0.01%
48
17 18
19
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