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
$460M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.38M
3
+$1.25M
4
DIS icon
Walt Disney
DIS
+$698K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$595K

Top Sells

1
+$707K
2
+$659K
3
+$592K
4
BP icon
BP
BP
+$581K
5
MSFT icon
Microsoft
MSFT
+$291K

Sector Composition

1 Healthcare 10.49%
2 Technology 7.53%
3 Financials 3.99%
4 Consumer Staples 3.58%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
133
-880
652
$6K ﹤0.01%
78
653
$6K ﹤0.01%
19
654
$5K ﹤0.01%
36
655
$5K ﹤0.01%
62
656
$5K ﹤0.01%
100
657
$5K ﹤0.01%
376
658
$5K ﹤0.01%
+350
659
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99
660
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100
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64
662
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89
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664
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604
665
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50
666
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667
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114
668
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892
669
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150
-40
670
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100
671
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672
$4K ﹤0.01%
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673
$4K ﹤0.01%
324
674
$4K ﹤0.01%
816
675
$4K ﹤0.01%
89
25 26
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