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
276
$50K 0.02%
1,050
+1
277
$49K 0.02%
907
-100
278
$48K 0.02%
+450
279
$47K 0.02%
747
-300
280
$47K 0.02%
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281
$46K 0.02%
327
282
$46K 0.02%
306
283
$45K 0.02%
1,054
+51
284
$45K 0.02%
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285
$45K 0.02%
1,300
286
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+500
287
$45K 0.02%
312
-18
288
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289
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290
$44K 0.02%
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291
$43K 0.02%
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292
$42K 0.02%
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293
$42K 0.02%
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294
$42K 0.02%
312
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295
$41K 0.02%
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296
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470
297
$40K 0.02%
270
298
$40K 0.02%
896
299
$39K 0.02%
2,066
300
$39K 0.02%
1,200
10 11
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