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
$460M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.38M
3
+$1.25M
4
DIS icon
Walt Disney
DIS
+$698K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$595K

Top Sells

1
+$707K
2
+$659K
3
+$592K
4
BP icon
BP
BP
+$581K
5
MSFT icon
Microsoft
MSFT
+$291K

Sector Composition

1 Healthcare 10.49%
2 Technology 7.53%
3 Financials 3.99%
4 Consumer Staples 3.58%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$29K 0.01%
363
452
$28K 0.01%
119
453
$28K 0.01%
1,167
454
$28K 0.01%
547
+4
455
$28K 0.01%
827
456
$27K 0.01%
135
457
$27K 0.01%
113
458
$27K 0.01%
1,240
459
$27K 0.01%
321
460
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350
461
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300
462
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333
463
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115
464
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465
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536
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466
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200
467
$25K 0.01%
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468
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469
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474
$25K 0.01%
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475
$24K 0.01%
210
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