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
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$7.06M
3
+$3.21M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.95M
5
DOW icon
Dow Inc
DOW
+$2.07M

Top Sells

1
+$4.96M
2
+$3.65M
3
+$509K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$388K
5
CVS icon
CVS Health
CVS
+$363K

Sector Composition

1 Healthcare 10.4%
2 Technology 8.47%
3 Financials 4.04%
4 Consumer Discretionary 3.68%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$31K 0.01%
648
452
$31K 0.01%
+795
453
$30K 0.01%
1,167
454
$30K 0.01%
543
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455
$30K 0.01%
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458
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722
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459
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460
$29K 0.01%
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461
$29K 0.01%
768
462
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465
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468
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473
$27K 0.01%
2,260
474
$26K ﹤0.01%
200
475
$26K ﹤0.01%
370
17 18
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