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
51
$1.56M 0.36%
27,285
+128
52
$1.54M 0.36%
6,813
-2,303
53
$1.54M 0.35%
4,818
-17
54
$1.41M 0.33%
29,650
+1,940
55
$1.38M 0.32%
5,664
+80
56
$1.38M 0.32%
12,263
+1,305
57
$1.37M 0.32%
19,415
-69
58
$1.29M 0.3%
10,320
-360
59
$1.25M 0.29%
11,135
+279
60
$1.23M 0.28%
3,370
-26
61
$1.23M 0.28%
23,157
62
$1.2M 0.28%
21,327
-1,721
63
$1.19M 0.27%
17,824
+5
64
$1.19M 0.27%
21,915
+16
65
$1.15M 0.27%
3,704
+95
66
$1.14M 0.26%
1,943
+173
67
$1.13M 0.26%
13,209
-74
68
$1.12M 0.26%
20,023
+539
69
$1.12M 0.26%
7,048
+493
70
$1.12M 0.26%
4,657
+555
71
$1.09M 0.25%
6,578
+500
72
$1.07M 0.25%
4,351
+787
73
$1.07M 0.25%
4,585
+112
74
$1.04M 0.24%
19,412
75
$1.01M 0.23%
9,663
-169
1 2
3
4 5