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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$806K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$378K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$368K

Top Sells

1
+$1.08M
2
+$742K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$305K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$289K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-1,066
652
– –
-537
653
– –
-3,866
654
$0 ﹤0.01%
256
655
$0 ﹤0.01%
50
656
$0 ﹤0.01%
79
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