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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.04%
+934
227
$45K 0.04%
+702
228
$45K 0.04%
+800
229
$44K 0.04%
+784
230
$44K 0.04%
+974
231
$44K 0.04%
+3,082
232
$44K 0.04%
+1,096
233
$43K 0.04%
+751
234
$43K 0.04%
+878
235
$42K 0.04%
+1,001
236
$42K 0.04%
+1,629
237
$42K 0.04%
+687
238
$41K 0.04%
+951
239
$41K 0.04%
+1,860
240
$41K 0.04%
+3,198
241
$41K 0.04%
+950
242
$40K 0.03%
+1,489
243
$40K 0.03%
+675
244
$40K 0.03%
+933
245
$39K 0.03%
+1,314
246
$39K 0.03%
+550
247
$38K 0.03%
+600
248
$37K 0.03%
+661
249
$37K 0.03%
+1,000
250
$37K 0.03%
+3,749
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