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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K 0.02%
+493
327
$23K 0.02%
+100
328
$22K 0.02%
+192
329
$22K 0.02%
+1,592
330
$22K 0.02%
+949
331
$22K 0.02%
+524
332
$22K 0.02%
+537
333
$22K 0.02%
+253
334
$22K 0.02%
+876
335
$21K 0.02%
+2,456
336
$21K 0.02%
+460
337
$21K 0.02%
+770
338
$21K 0.02%
+267
339
$21K 0.02%
+1,385
340
$21K 0.02%
+405
341
$21K 0.02%
+653
342
$21K 0.02%
+142
343
$20K 0.02%
+392
344
$20K 0.02%
+482
345
$20K 0.02%
+600
346
$20K 0.02%
+238
347
$20K 0.02%
+388
348
$19K 0.02%
+197
349
$19K 0.02%
+75
350
$19K 0.02%
+231
12 13
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