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
$351M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$624K
3 +$574K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$313K
5
MSFT icon
Microsoft
MSFT
+$275K

Sector Composition

1 Healthcare 12.26%
2 Technology 8.85%
3 Consumer Discretionary 5.02%
4 Communication Services 4.22%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
70
-40
527
$7K ﹤0.01%
985
528
$7K ﹤0.01%
195
529
$7K ﹤0.01%
103
-1
530
$7K ﹤0.01%
55
531
$7K ﹤0.01%
772
532
$7K ﹤0.01%
212
533
$7K ﹤0.01%
1,000
534
$7K ﹤0.01%
44
535
$7K ﹤0.01%
1,334
536
$7K ﹤0.01%
90
537
$6K ﹤0.01%
36
538
$6K ﹤0.01%
38
539
$6K ﹤0.01%
47
540
$6K ﹤0.01%
168
541
$6K ﹤0.01%
20
542
$6K ﹤0.01%
279
543
$6K ﹤0.01%
371
544
$6K ﹤0.01%
145
545
$6K ﹤0.01%
200
546
$6K ﹤0.01%
551
547
$5K ﹤0.01%
62
548
$5K ﹤0.01%
194
549
$5K ﹤0.01%
+89
550
$5K ﹤0.01%
125