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
126
$410K 0.09%
5,008
-106
127
$408K 0.09%
9,891
-960
128
$404K 0.09%
1,843
-8
129
$401K 0.09%
5,025
+656
130
$397K 0.09%
1,465
131
$387K 0.09%
4,542
132
$375K 0.09%
+13,907
133
$374K 0.09%
4,526
+290
134
$371K 0.09%
4,046
+515
135
$369K 0.09%
2,928
+1,908
136
$364K 0.08%
2,353
+1,225
137
$362K 0.08%
1,242
+20
138
$358K 0.08%
7,580
+1,060
139
$353K 0.08%
6,642
-35
140
$346K 0.08%
3,343
-103
141
$345K 0.08%
32,458
-6,174
142
$342K 0.08%
1,697
-369
143
$341K 0.08%
2,011
144
$338K 0.08%
1,491
+96
145
$337K 0.08%
1,864
+639
146
$331K 0.08%
656
+91
147
$328K 0.08%
1,490
-226
148
$327K 0.08%
2,504
+110
149
$324K 0.07%
1,032
+357
150
$322K 0.07%
3,159
4 5
6
7 8