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
476
$26K ﹤0.01%
239
477
$26K ﹤0.01%
1,240
+60
478
$26K ﹤0.01%
673
479
$26K ﹤0.01%
252
480
$26K ﹤0.01%
200
481
$25K ﹤0.01%
1,056
482
$25K ﹤0.01%
493
483
$25K ﹤0.01%
357
+3
484
$25K ﹤0.01%
72
485
$25K ﹤0.01%
920
486
$25K ﹤0.01%
245
487
$25K ﹤0.01%
1,121
488
$24K ﹤0.01%
114
489
$24K ﹤0.01%
800
490
$24K ﹤0.01%
180
491
$24K ﹤0.01%
1,099
492
$24K ﹤0.01%
716
493
$24K ﹤0.01%
1,000
494
$24K ﹤0.01%
362
495
$23K ﹤0.01%
150
496
$23K ﹤0.01%
366
497
$23K ﹤0.01%
83
498
$23K ﹤0.01%
259
499
$22K ﹤0.01%
204
500
$22K ﹤0.01%
680