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
651
$7K ﹤0.01%
53
652
$7K ﹤0.01%
99
653
$7K ﹤0.01%
145
654
$7K ﹤0.01%
100
655
$6K ﹤0.01%
36
656
$6K ﹤0.01%
62
657
$6K ﹤0.01%
100
658
$6K ﹤0.01%
89
659
$6K ﹤0.01%
455
660
$6K ﹤0.01%
+12
661
$6K ﹤0.01%
+400
662
$6K ﹤0.01%
78
+1
663
$6K ﹤0.01%
102
+1
664
$5K ﹤0.01%
70
665
$5K ﹤0.01%
100
666
$5K ﹤0.01%
66
667
$5K ﹤0.01%
189
668
$5K ﹤0.01%
50
669
$5K ﹤0.01%
1,500
670
$5K ﹤0.01%
+75
671
$5K ﹤0.01%
200
672
$4K ﹤0.01%
89
673
$4K ﹤0.01%
50
674
$4K ﹤0.01%
250
675
$4K ﹤0.01%
218