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
251
$36K 0.03%
+697
252
$36K 0.03%
+374
253
$36K 0.03%
+563
254
$36K 0.03%
+1,200
255
$35K 0.03%
+727
256
$35K 0.03%
+2,400
257
$35K 0.03%
+1,011
258
$35K 0.03%
+330
259
$35K 0.03%
+1,252
260
$35K 0.03%
+1,285
261
$35K 0.03%
+2,000
262
$35K 0.03%
+2,421
263
$34K 0.03%
+3,436
264
$34K 0.03%
+5,000
265
$34K 0.03%
+891
266
$34K 0.03%
+405
267
$33K 0.03%
+686
268
$33K 0.03%
+1,331
269
$32K 0.03%
+735
270
$32K 0.03%
+781
271
$32K 0.03%
+406
272
$32K 0.03%
+686
273
$32K 0.03%
+1,590
274
$31K 0.03%
+380
275
$31K 0.03%
+1,372
9 10
11
12 13