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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.02%
1,175
252
$50K 0.02%
739
253
$48K 0.02%
428
254
$47K 0.02%
1,760
255
$46K 0.02%
329
256
$45K 0.02%
1,361
257
$45K 0.02%
1,300
258
$44K 0.02%
1,135
259
$44K 0.02%
2,388
260
$43K 0.02%
596
261
$43K 0.02%
475
262
$42K 0.02%
1,439
+5
263
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264
$42K 0.02%
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265
$42K 0.02%
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266
$42K 0.02%
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267
$41K 0.02%
549
268
$41K 0.02%
306
-26
269
$41K 0.02%
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270
$41K 0.02%
448
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271
$39K 0.02%
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272
$38K 0.02%
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273
$38K 0.02%
1,211
274
$38K 0.02%
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-19
275
$38K 0.02%
1,200
9 10
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