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
301
$32K 0.02%
636
302
$32K 0.02%
300
303
$32K 0.02%
1,106
304
$32K 0.02%
415
305
$31K 0.02%
4,150
306
$31K 0.02%
+2,337
307
$31K 0.02%
268
308
$31K 0.02%
364
309
$31K 0.02%
646
310
$31K 0.02%
1,590
311
$30K 0.02%
666
312
$30K 0.02%
1,285
313
$30K 0.02%
461
314
$30K 0.02%
490
315
$30K 0.02%
11,100
316
$30K 0.02%
+875
317
$29K 0.02%
460
318
$29K 0.02%
1,050
-810
319
$29K 0.02%
400
320
$28K 0.02%
1,212
321
$28K 0.02%
600
322
$28K 0.02%
253
323
$28K 0.02%
248
324
$28K 0.02%
455
-21
325
$28K 0.02%
1,766
+6
11 12
13
14 15