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
276
$37K 0.03%
600
277
$37K 0.03%
2,183
278
$36K 0.03%
330
279
$36K 0.03%
192
280
$35K 0.03%
600
281
$35K 0.03%
563
282
$35K 0.03%
905
283
$35K 0.03%
2,256
284
$35K 0.03%
493
-21
285
$34K 0.02%
3,300
286
$34K 0.02%
940
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287
$34K 0.02%
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288
$34K 0.02%
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289
$34K 0.02%
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290
$34K 0.02%
758
291
$33K 0.02%
3,000
292
$33K 0.02%
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293
$33K 0.02%
519
294
$33K 0.02%
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295
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296
$33K 0.02%
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$33K 0.02%
637
298
$32K 0.02%
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299
$32K 0.02%
992
300
$32K 0.02%
194
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