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
$204M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$509K
3
+$309K
4
GILD icon
Gilead Sciences
GILD
+$188K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$179K

Top Sells

1
+$796K
2
+$659K
3
+$634K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$233K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$177K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.17%
3 Energy 5.15%
4 Technology 5%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.02%
286
+115
302
$32K 0.02%
1,449
303
$32K 0.02%
957
304
$31K 0.02%
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305
$31K 0.02%
951
306
$30K 0.01%
270
307
$30K 0.01%
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308
$30K 0.01%
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309
$30K 0.01%
744
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311
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312
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313
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500
314
$28K 0.01%
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315
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768
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316
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318
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$27K 0.01%
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325
$26K 0.01%
500
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