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
501
$22K ﹤0.01%
265
502
$22K ﹤0.01%
880
503
$22K ﹤0.01%
141
504
$22K ﹤0.01%
718
505
$22K ﹤0.01%
6,653
506
$22K ﹤0.01%
530
507
$21K ﹤0.01%
500
508
$21K ﹤0.01%
120
509
$21K ﹤0.01%
101
510
$20K ﹤0.01%
100
511
$20K ﹤0.01%
610
512
$20K ﹤0.01%
977
513
$20K ﹤0.01%
101
514
$20K ﹤0.01%
515
515
$20K ﹤0.01%
270
516
$20K ﹤0.01%
155
517
$20K ﹤0.01%
884
518
$20K ﹤0.01%
126
519
$20K ﹤0.01%
263
520
$19K ﹤0.01%
35
521
$19K ﹤0.01%
99
+49
522
$19K ﹤0.01%
56
523
$19K ﹤0.01%
410
524
$19K ﹤0.01%
56
525
$19K ﹤0.01%
250