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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.17M
3
+$1.99M
4
PFS icon
Provident Financial Services
PFS
+$1.66M
5
WTRG icon
Essential Utilities
WTRG
+$1.34M

Top Sells

1
+$2.36M
2
+$1.62M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$940K
5
WST icon
West Pharmaceutical
WST
+$746K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.03%
324
252
$59K 0.02%
1,135
253
$59K 0.02%
1,600
254
$57K 0.02%
3,040
255
$57K 0.02%
536
256
$57K 0.02%
+720
257
$56K 0.02%
1,214
+49
258
$56K 0.02%
374
259
$56K 0.02%
510
-400
260
$55K 0.02%
2,400
261
$55K 0.02%
350
+300
262
$55K 0.02%
1,163
263
$54K 0.02%
362
264
$54K 0.02%
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265
$53K 0.02%
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266
$52K 0.02%
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267
$52K 0.02%
570
268
$52K 0.02%
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269
$52K 0.02%
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$52K 0.02%
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271
$51K 0.02%
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272
$50K 0.02%
+2,772
273
$50K 0.02%
984
274
$50K 0.02%
898
275
$50K 0.02%
863
9 10
11
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