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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.03%
+709
277
$31K 0.03%
+721
278
$31K 0.03%
+637
279
$30K 0.03%
+1,520
280
$30K 0.03%
+590
281
$30K 0.03%
+402
282
$30K 0.03%
+298
283
$30K 0.03%
+511
284
$30K 0.03%
+450
285
$29K 0.02%
+347
286
$29K 0.02%
+271
287
$29K 0.02%
+1,011
288
$29K 0.02%
+567
289
$29K 0.02%
+680
290
$29K 0.02%
+828
291
$29K 0.02%
+580
292
$29K 0.02%
+260
293
$28K 0.02%
+800
294
$28K 0.02%
+366
295
$28K 0.02%
+905
296
$28K 0.02%
+490
297
$27K 0.02%
+3,204
298
$27K 0.02%
+690
299
$27K 0.02%
+554
300
$27K 0.02%
+666
10 11
12
13 14