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
151
$314K 0.07%
+9,450
152
$313K 0.07%
2,768
-109
153
$307K 0.07%
810
-26
154
$295K 0.07%
1,567
-45
155
$293K 0.07%
1,276
156
$291K 0.07%
1,463
+960
157
$289K 0.07%
7,185
+5,745
158
$282K 0.06%
2,357
159
$280K 0.06%
2,750
160
$277K 0.06%
5,224
+548
161
$273K 0.06%
5,010
162
$272K 0.06%
1,417
+2
163
$272K 0.06%
1,401
+10
164
$268K 0.06%
3,656
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165
$260K 0.06%
7,610
166
$256K 0.06%
1,827
167
$250K 0.06%
1,512
168
$250K 0.06%
3,402
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169
$242K 0.06%
8,637
170
$241K 0.06%
1,254
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171
$239K 0.06%
811
-49
172
$235K 0.05%
3,139
+1,152
173
$234K 0.05%
3,030
174
$233K 0.05%
4,540
175
$233K 0.05%
11,835
5 6
7
8 9