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
301
$31K 0.01%
2,362
302
$31K 0.01%
613
-66
303
$31K 0.01%
721
304
$31K 0.01%
425
305
$30K 0.01%
915
306
$29K 0.01%
715
307
$28K 0.01%
600
308
$28K 0.01%
+1,000
309
$28K 0.01%
568
310
$27K 0.01%
1,774
311
$27K 0.01%
1,265
-1,085
312
$26K 0.01%
925
313
$26K 0.01%
771
314
$26K 0.01%
477
315
$26K 0.01%
75
316
$26K 0.01%
2,000
317
$26K 0.01%
220
318
$26K 0.01%
212
319
$25K 0.01%
681
320
$25K 0.01%
210
321
$25K 0.01%
+300
322
$25K 0.01%
2,670
323
$24K 0.01%
460
324
$24K 0.01%
500
325
$24K 0.01%
360
-242
11 12
13
14 15