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
251
$43K 0.03%
360
252
$43K 0.03%
690
-6
253
$43K 0.03%
2,000
254
$43K 0.03%
735
255
$42K 0.03%
951
256
$42K 0.03%
1,649
-162
257
$42K 0.03%
1,075
258
$42K 0.03%
695
-545
259
$42K 0.03%
1,580
+1
260
$42K 0.03%
405
261
$42K 0.03%
3,849
+27
262
$42K 0.03%
1,189
263
$41K 0.03%
347
264
$41K 0.03%
402
265
$40K 0.03%
546
266
$40K 0.03%
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267
$39K 0.03%
+1,150
268
$38K 0.03%
400
269
$38K 0.03%
3,600
270
$37K 0.03%
462
271
$37K 0.03%
706
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272
$37K 0.03%
371
273
$37K 0.03%
713
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274
$37K 0.03%
511
275
$37K 0.03%
6
9 10
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12 13