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
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
205
552
$11K ﹤0.01%
87
+1
553
$11K ﹤0.01%
840
554
$11K ﹤0.01%
1,334
555
$11K ﹤0.01%
125
556
$11K ﹤0.01%
200
557
$11K ﹤0.01%
400
558
$11K ﹤0.01%
84
559
$10K ﹤0.01%
76
560
$10K ﹤0.01%
+450
561
$10K ﹤0.01%
250
+125
562
$10K ﹤0.01%
+174
563
$10K ﹤0.01%
34
564
$10K ﹤0.01%
53
565
$10K ﹤0.01%
+500
566
$10K ﹤0.01%
371
567
$10K ﹤0.01%
+130
568
$10K ﹤0.01%
+1,000
569
$10K ﹤0.01%
590
570
$9K ﹤0.01%
100
571
$9K ﹤0.01%
84
572
$9K ﹤0.01%
195
573
$9K ﹤0.01%
121
+18
574
$9K ﹤0.01%
240
575
$9K ﹤0.01%
55
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