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
$442M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$2.65M
3 +$2.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$986K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$975K

Top Sells

1 +$1.11M
2 +$1.06M
3 +$408K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$398K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$365K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.3%
3 Financials 4.62%
4 Consumer Discretionary 4.27%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K ﹤0.01%
114
602
$9K ﹤0.01%
77
-35
603
$9K ﹤0.01%
19
604
$9K ﹤0.01%
1,500
605
$8K ﹤0.01%
213
606
$8K ﹤0.01%
+95
607
$8K ﹤0.01%
201
608
$8K ﹤0.01%
194
609
$8K ﹤0.01%
89
610
$8K ﹤0.01%
250
+1
611
$8K ﹤0.01%
+218
612
$8K ﹤0.01%
772
613
$8K ﹤0.01%
90
614
$8K ﹤0.01%
1,000
615
$8K ﹤0.01%
108
616
$7K ﹤0.01%
70
617
$7K ﹤0.01%
175
618
$7K ﹤0.01%
70
619
$7K ﹤0.01%
38
620
$7K ﹤0.01%
136
621
$7K ﹤0.01%
195
622
$7K ﹤0.01%
200
623
$7K ﹤0.01%
160
624
$7K ﹤0.01%
+90
625
$7K ﹤0.01%
20