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
26
$3.12M 0.72%
20,078
-307
27
$2.79M 0.64%
10,031
-235
28
$2.67M 0.62%
15,221
-247
29
$2.54M 0.58%
4,014
30
$2.48M 0.57%
39,240
-266
31
$2.46M 0.57%
43,119
-432
32
$2.42M 0.56%
9,921
-1,842
33
$2.42M 0.56%
105,643
+6
34
$2.41M 0.55%
15,973
+2,159
35
$2.27M 0.52%
49,742
36
$2.22M 0.51%
7,743
+755
37
$2.18M 0.5%
16,185
+351
38
$2.08M 0.48%
9,568
-7
39
$2.06M 0.47%
20,688
+8,044
40
$2M 0.46%
8,255
-300
41
$1.98M 0.46%
50,528
+194
42
$1.93M 0.44%
4,810
-277
43
$1.9M 0.44%
20,946
+1,827
44
$1.81M 0.42%
+71,898
45
$1.67M 0.39%
7,058
46
$1.66M 0.38%
4,184
+142
47
$1.66M 0.38%
63,432
-891
48
$1.62M 0.37%
4,661
+2
49
$1.6M 0.37%
4,001
+552
50
$1.57M 0.36%
8,001
+2,198
1
2
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