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
$512M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.58M
3
+$3.99M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$945K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$873K

Top Sells

1
+$521K
2
+$315K
3
+$283K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$263K
5
BABA icon
Alibaba
BABA
+$257K

Sector Composition

1 Healthcare 11.09%
2 Technology 8.58%
3 Financials 4.18%
4 Consumer Discretionary 3.94%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24K ﹤0.01%
500
477
$23K ﹤0.01%
204
+25
478
$23K ﹤0.01%
35
479
$23K ﹤0.01%
827
-58
480
$23K ﹤0.01%
250
481
$23K ﹤0.01%
1,099
482
$23K ﹤0.01%
362
483
$23K ﹤0.01%
126
-30
484
$23K ﹤0.01%
363
485
$22K ﹤0.01%
100
486
$22K ﹤0.01%
233
+122
487
$22K ﹤0.01%
+680
488
$22K ﹤0.01%
265
-100
489
$22K ﹤0.01%
965
+1
490
$22K ﹤0.01%
+516
491
$22K ﹤0.01%
+880
492
$22K ﹤0.01%
+1,219
493
$22K ﹤0.01%
515
494
$22K ﹤0.01%
+718
495
$22K ﹤0.01%
6,653
+113
496
$21K ﹤0.01%
610
+280
497
$21K ﹤0.01%
410
498
$21K ﹤0.01%
56
499
$21K ﹤0.01%
40
500
$21K ﹤0.01%
200
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