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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$263K
3
+$184K
4
TWTR
Twitter, Inc.
TWTR
+$168K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$127K

Top Sells

1
+$719K
2
+$413K
3
+$401K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$287K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.04%
577
+356
227
$53K 0.04%
1,692
228
$53K 0.04%
2,074
-1,180
229
$53K 0.04%
1,000
230
$52K 0.04%
1,199
231
$52K 0.04%
+683
232
$51K 0.04%
1,461
-547
233
$50K 0.04%
565
234
$50K 0.04%
1,334
+1
235
$49K 0.04%
675
236
$49K 0.04%
1,090
237
$48K 0.03%
937
238
$48K 0.03%
834
239
$47K 0.03%
2,255
240
$47K 0.03%
+400
241
$46K 0.03%
3,204
242
$45K 0.03%
5,000
243
$45K 0.03%
2,400
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244
$45K 0.03%
387
245
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1,000
246
$45K 0.03%
+892
247
$44K 0.03%
1,092
248
$44K 0.03%
374
249
$44K 0.03%
898
250
$44K 0.03%
+1,361
8 9
10
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