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
301
$38K 0.02%
920
302
$38K 0.02%
679
303
$38K 0.02%
646
304
$37K 0.02%
718
+18
305
$37K 0.02%
486
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306
$37K 0.02%
359
307
$36K 0.02%
1,449
308
$36K 0.02%
601
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309
$36K 0.02%
721
310
$35K 0.01%
423
311
$35K 0.01%
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312
$35K 0.01%
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313
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629
314
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+1,825
315
$34K 0.01%
951
316
$34K 0.01%
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317
$33K 0.01%
744
318
$33K 0.01%
602
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319
$33K 0.01%
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$32K 0.01%
505
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$31K 0.01%
1,422
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324
$31K 0.01%
500
325
$30K 0.01%
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