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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$31K 0.01%
744
302
$31K 0.01%
1,774
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303
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304
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500
306
$29K 0.01%
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307
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308
$28K 0.01%
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309
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595
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311
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-28
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