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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$605K
3
+$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Top Sells

1
+$802K
2
+$802K
3
+$562K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$471K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$441K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.03%
687
252
$40K 0.03%
735
253
$40K 0.03%
951
254
$40K 0.03%
3,772
+23
255
$39K 0.03%
686
256
$39K 0.03%
2,400
257
$39K 0.03%
1,579
+296
258
$39K 0.03%
1,200
259
$39K 0.03%
735
+155
260
$39K 0.03%
600
261
$38K 0.03%
374
262
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405
263
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2,000
264
$37K 0.03%
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265
$37K 0.03%
5,000
266
$37K 0.03%
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267
$36K 0.03%
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268
$36K 0.03%
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269
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270
$35K 0.03%
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271
$35K 0.03%
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272
$34K 0.03%
781
273
$34K 0.03%
406
274
$33K 0.03%
360
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275
$33K 0.03%
511
9 10
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