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 4.36%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5K ﹤0.01%
89
-17
552
$5K ﹤0.01%
310
553
$5K ﹤0.01%
181
554
$5K ﹤0.01%
160
555
$5K ﹤0.01%
610
556
$5K ﹤0.01%
29
557
$5K ﹤0.01%
50
558
$5K ﹤0.01%
99
559
$5K ﹤0.01%
213
560
$4K ﹤0.01%
500
561
$4K ﹤0.01%
65
+1
562
$4K ﹤0.01%
376
563
$4K ﹤0.01%
136
564
$4K ﹤0.01%
455
565
$4K ﹤0.01%
200
566
$4K ﹤0.01%
189
567
$4K ﹤0.01%
9
568
$4K ﹤0.01%
50
569
$4K ﹤0.01%
66
570
$4K ﹤0.01%
160
571
$4K ﹤0.01%
117
572
$4K ﹤0.01%
277
573
$3K ﹤0.01%
151
+1
574
$3K ﹤0.01%
60
575
$3K ﹤0.01%
30