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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$227K
3
+$141K
4
CMCSA icon
Comcast
CMCSA
+$123K
5
T icon
AT&T
T
+$120K

Top Sells

1
+$3.53M
2
+$1.59M
3
+$1.58M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.46M
5
WTRG icon
Essential Utilities
WTRG
+$1.45M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$52K 0.02%
1,135
252
$51K 0.02%
1,361
253
$50K 0.02%
500
254
$49K 0.02%
657
255
$49K 0.02%
978
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256
$49K 0.02%
2,000
257
$48K 0.02%
447
258
$48K 0.02%
900
259
$47K 0.02%
410
-100
260
$46K 0.02%
2,000
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261
$46K 0.02%
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262
$45K 0.02%
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263
$45K 0.02%
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264
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265
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266
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268
$42K 0.02%
646
269
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270
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$40K 0.02%
288
272
$39K 0.02%
570
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273
$39K 0.02%
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274
$39K 0.02%
127
275
$39K 0.02%
+1,380
9 10
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