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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$117K 0.06%
2,999
+273
177
$116K 0.06%
2,990
-840
178
$114K 0.06%
5,286
-1,981
179
$114K 0.06%
3,570
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1,115
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$112K 0.06%
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184
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185
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186
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187
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188
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189
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192
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194
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195
$100K 0.06%
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196
$99K 0.05%
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197
$98K 0.05%
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198
$97K 0.05%
497
199
$96K 0.05%
2,153
+15
200
$94K 0.05%
498
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