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
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K 0.01%
1,718
+649
452
$27K 0.01%
279
453
$26K 0.01%
235
454
$26K 0.01%
83
455
$26K 0.01%
56
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456
$26K 0.01%
2,000
457
$26K 0.01%
1,251
+2
458
$26K 0.01%
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459
$26K 0.01%
72
+4
460
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1,000
461
$25K 0.01%
35
462
$24K 0.01%
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463
$24K 0.01%
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464
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465
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920
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466
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467
$23K 0.01%
816
468
$23K 0.01%
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359
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1,121
473
$22K 0.01%
771
474
$22K 0.01%
62
475
$22K 0.01%
150
17 18
19
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