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
$388M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$959K
3
+$942K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$899K
5
PFS icon
Provident Financial Services
PFS
+$698K

Top Sells

1
+$518K
2
+$346K
3
+$247K
4
VV icon
Vanguard Large-Cap ETF
VV
+$237K
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$216K

Sector Composition

1 Healthcare 11.61%
2 Technology 8.5%
3 Consumer Discretionary 4.83%
4 Industrials 4.62%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$192K 0.05%
3,285
-34
177
$188K 0.05%
4,856
178
$188K 0.05%
1,946
+75
179
$187K 0.05%
3,493
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180
$185K 0.05%
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181
$182K 0.05%
3,912
182
$179K 0.05%
1,227
-213
183
$177K 0.05%
5,689
+4,394
184
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551
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185
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2,624
186
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3,893
-11,930
187
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443
188
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806
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189
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190
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1,508
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191
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2,680
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192
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193
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194
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195
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571
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196
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197
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198
$150K 0.04%
1,128
199
$147K 0.04%
3,291
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200
$144K 0.04%
2,351
+11
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