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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
+194
527
$4K ﹤0.01%
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528
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200
-372
529
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+150
530
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20
531
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66
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152
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534
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99
536
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537
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538
$3K ﹤0.01%
376
539
$3K ﹤0.01%
455
540
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189
541
$3K ﹤0.01%
310
-1,103
542
$3K ﹤0.01%
60
543
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544
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275
-300
545
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117
-2
546
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36
547
$2K ﹤0.01%
+500
548
$2K ﹤0.01%
300
549
$2K ﹤0.01%
38
550
$2K ﹤0.01%
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