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
626
$4K ﹤0.01%
+89
627
$4K ﹤0.01%
500
628
$4K ﹤0.01%
50
629
$4K ﹤0.01%
44
630
$4K ﹤0.01%
117
631
$4K ﹤0.01%
1,000
632
$4K ﹤0.01%
101
+1
633
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+90
634
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100
635
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153
+2
636
$3K ﹤0.01%
30
637
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114
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$3K ﹤0.01%
15
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11
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45
+1
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4
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+18
645
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115
646
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28
647
$3K ﹤0.01%
350
648
$3K ﹤0.01%
14
+7
649
$3K ﹤0.01%
364
650
$3K ﹤0.01%
36
24 25
26
27 28