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
$440M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.85M
3 +$1.25M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.12M
5
SHEL icon
Shell
SHEL
+$860K

Sector Composition

1 Healthcare 9.86%
2 Technology 7.45%
3 Financials 4.07%
4 Consumer Discretionary 3.66%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
254
627
$8K ﹤0.01%
20
628
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629
$8K ﹤0.01%
772
630
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631
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632
$8K ﹤0.01%
371
633
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634
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635
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192
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100
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$7K ﹤0.01%
550
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638
$7K ﹤0.01%
1,991
-674
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328
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$7K ﹤0.01%
19
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$7K ﹤0.01%
41
648
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108
+1
649
$7K ﹤0.01%
103
+1
650
$6K ﹤0.01%
+100