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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$227K
3
+$141K
4
CMCSA icon
Comcast
CMCSA
+$123K
5
T icon
AT&T
T
+$120K

Top Sells

1
+$3.53M
2
+$1.59M
3
+$1.58M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.46M
5
WTRG icon
Essential Utilities
WTRG
+$1.45M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K 0.03%
1,022
+115
227
$61K 0.03%
374
228
$61K 0.03%
2,578
229
$60K 0.03%
579
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230
$60K 0.03%
1,300
231
$59K 0.03%
523
232
$59K 0.03%
2,400
233
$58K 0.03%
1,478
-6,928
234
$58K 0.03%
1,020
235
$58K 0.03%
1,510
236
$58K 0.03%
513
+65
237
$57K 0.03%
2,340
+131
238
$56K 0.02%
750
-329
239
$56K 0.02%
825
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240
$56K 0.02%
898
241
$56K 0.02%
1,175
-2,716
242
$55K 0.02%
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243
$55K 0.02%
986
244
$54K 0.02%
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245
$54K 0.02%
535
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246
$54K 0.02%
645
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247
$53K 0.02%
369
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248
$53K 0.02%
4,767
-7,192
249
$53K 0.02%
10,434
-2,071
250
$53K 0.02%
315
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10
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