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
$512M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.58M
3
+$3.99M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$945K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$873K

Top Sells

1
+$521K
2
+$315K
3
+$283K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$263K
5
BABA icon
Alibaba
BABA
+$257K

Sector Composition

1 Healthcare 11.09%
2 Technology 8.58%
3 Financials 4.18%
4 Consumer Discretionary 3.94%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K ﹤0.01%
1,272
552
$13K ﹤0.01%
73
553
$13K ﹤0.01%
600
554
$13K ﹤0.01%
50
555
$13K ﹤0.01%
+1,417
556
$13K ﹤0.01%
128
557
$13K ﹤0.01%
131
558
$13K ﹤0.01%
812
559
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55
560
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208
561
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1,000
562
$13K ﹤0.01%
53
563
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564
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500
565
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+285
566
$13K ﹤0.01%
850
567
$12K ﹤0.01%
400
568
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73
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570
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34
571
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572
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269
+40
573
$12K ﹤0.01%
1,000
+25
574
$12K ﹤0.01%
53
-20
575
$12K ﹤0.01%
157
+2
21 22
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24 25