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
276
$39K 0.02%
571
-268
277
$38K 0.02%
275
+5
278
$38K 0.02%
423
279
$38K 0.02%
244
+69
280
$38K 0.02%
700
281
$38K 0.02%
655
282
$36K 0.02%
800
283
$35K 0.02%
785
284
$35K 0.02%
968
285
$35K 0.02%
744
286
$35K 0.02%
499
+125
287
$35K 0.02%
1,450
288
$35K 0.02%
592
289
$35K 0.02%
2,223
-498
290
$34K 0.02%
1,581
-1,800
291
$34K 0.02%
794
-260
292
$34K 0.02%
500
293
$33K 0.01%
750
294
$33K 0.01%
759
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295
$33K 0.01%
3,286
296
$33K 0.01%
1,440
297
$33K 0.01%
2,280
-214
298
$32K 0.01%
815
299
$32K 0.01%
194
300
$31K 0.01%
461
10 11
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