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
201
$177K 0.04%
1,048
-179
202
$176K 0.04%
856
+50
203
$176K 0.04%
8,000
204
$174K 0.04%
3,912
205
$174K 0.04%
2,879
206
$168K 0.04%
+5,546
207
$167K 0.04%
6,884
+3,000
208
$166K 0.04%
3,656
+55
209
$165K 0.04%
1,509
+1
210
$163K 0.04%
2,531
+479
211
$163K 0.04%
2,680
212
$163K 0.04%
1,135
-40
213
$159K 0.04%
1,872
214
$158K 0.04%
864
+130
215
$157K 0.04%
3,005
+654
216
$156K 0.04%
443
217
$155K 0.04%
5,849
+103
218
$154K 0.04%
+2,305
219
$151K 0.03%
1,025
220
$149K 0.03%
476
-75
221
$147K 0.03%
2,007
+955
222
$147K 0.03%
1,224
+1,133
223
$147K 0.03%
1,110
224
$144K 0.03%
4,894
225
$143K 0.03%
1,530
+859
7 8
9
10 11