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
176
$231K 0.05%
4,000
177
$228K 0.05%
3,852
+504
178
$226K 0.05%
4,270
+380
179
$226K 0.05%
1,967
+260
180
$225K 0.05%
2,898
181
$222K 0.05%
6,504
182
$215K 0.05%
392
+114
183
$214K 0.05%
1,051
-82
184
$214K 0.05%
2,366
+41
185
$213K 0.05%
2,079
+1,755
186
$204K 0.05%
2,063
+117
187
$201K 0.05%
4,266
+1,305
188
$196K 0.05%
2,086
+173
189
$195K 0.04%
1,227
190
$192K 0.04%
6,254
-1,765
191
$191K 0.04%
4,856
192
$191K 0.04%
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193
$190K 0.04%
1,620
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194
$189K 0.04%
4,385
+2,206
195
$186K 0.04%
2,624
196
$182K 0.04%
1,470
+104
197
$182K 0.04%
4,049
+2,100
198
$180K 0.04%
5,696
+7
199
$178K 0.04%
2,526
200
$178K 0.04%
1,455
+855
6 7
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