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
$263M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.92M
3
+$1.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$987K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$840K

Top Sells

1
+$3.05M
2
+$316K
3
+$308K
4
VZ icon
Verizon
VZ
+$277K
5
RTX icon
RTX Corp
RTX
+$267K

Sector Composition

1 Healthcare 9.99%
2 Technology 8.32%
3 Consumer Staples 4.58%
4 Communication Services 4.11%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
195
477
$7K ﹤0.01%
900
478
$7K ﹤0.01%
200
479
$7K ﹤0.01%
160
480
$7K ﹤0.01%
772
481
$7K ﹤0.01%
823
+16
482
$7K ﹤0.01%
114
483
$7K ﹤0.01%
551
484
$6K ﹤0.01%
+1,000
485
$6K ﹤0.01%
114
486
$6K ﹤0.01%
189
487
$6K ﹤0.01%
55
-55
488
$6K ﹤0.01%
73
-108
489
$6K ﹤0.01%
+207
490
$6K ﹤0.01%
155
491
$6K ﹤0.01%
47
-168
492
$6K ﹤0.01%
45
493
$6K ﹤0.01%
184
494
$6K ﹤0.01%
166
495
$5K ﹤0.01%
62
496
$5K ﹤0.01%
32
497
$5K ﹤0.01%
679
498
$5K ﹤0.01%
38
499
$5K ﹤0.01%
+100
500
$5K ﹤0.01%
125
18 19
20
21 22