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
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$7.06M
3 +$3.21M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.95M
5
DOW icon
Dow Inc
DOW
+$2.07M

Top Sells

1 +$4.96M
2 +$3.65M
3 +$509K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$388K
5
CVS icon
CVS Health
CVS
+$363K

Sector Composition

1 Healthcare 10.4%
2 Technology 8.47%
3 Financials 4.04%
4 Consumer Discretionary 3.68%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12K ﹤0.01%
55
577
$12K ﹤0.01%
214
578
$12K ﹤0.01%
285
579
$12K ﹤0.01%
2,379
580
$12K ﹤0.01%
590
581
$11K ﹤0.01%
74
+1
582
$11K ﹤0.01%
73
583
$11K ﹤0.01%
116
584
$11K ﹤0.01%
34
585
$11K ﹤0.01%
840
586
$11K ﹤0.01%
53
587
$11K ﹤0.01%
1,334
588
$11K ﹤0.01%
1,021
+21
589
$11K ﹤0.01%
95
590
$11K ﹤0.01%
200
591
$11K ﹤0.01%
48
592
$11K ﹤0.01%
850
593
$11K ﹤0.01%
1,377
594
$10K ﹤0.01%
152
595
$10K ﹤0.01%
1,272
596
$10K ﹤0.01%
1,000
597
$10K ﹤0.01%
816
598
$10K ﹤0.01%
80
599
$10K ﹤0.01%
102
600
$10K ﹤0.01%
125