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
126
$183K 0.11%
3,438
127
$178K 0.11%
2,632
128
$176K 0.11%
1,346
+107
129
$176K 0.11%
3,946
-1,450
130
$176K 0.11%
3,071
+174
131
$174K 0.1%
10,811
+1,715
132
$174K 0.1%
3,796
+4
133
$170K 0.1%
3,334
+730
134
$169K 0.1%
2,218
135
$168K 0.1%
5,600
136
$167K 0.1%
7,267
-906
137
$162K 0.1%
3,442
138
$162K 0.1%
+15,690
139
$161K 0.1%
3,830
-788
140
$160K 0.1%
1,109
+794
141
$159K 0.1%
890
-85
142
$158K 0.09%
3,535
-744
143
$155K 0.09%
802
-1,578
144
$154K 0.09%
1,919
+320
145
$153K 0.09%
4,037
-1,500
146
$152K 0.09%
11,718
+9
147
$148K 0.09%
1,596
148
$147K 0.09%
1,990
+109
149
$145K 0.09%
10,663
+34
150
$143K 0.09%
1,454
4 5
6
7 8