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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$605K
3
+$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Top Sells

1
+$802K
2
+$802K
3
+$562K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$471K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$441K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.02%
330
327
$24K 0.02%
667
-224
328
$24K 0.02%
81
329
$24K 0.02%
253
330
$24K 0.02%
500
331
$24K 0.02%
1
332
$23K 0.02%
1,360
+6
333
$23K 0.02%
949
334
$23K 0.02%
600
335
$23K 0.02%
223
336
$23K 0.02%
1,385
337
$23K 0.02%
417
+12
338
$23K 0.02%
+1,692
339
$23K 0.02%
100
340
$22K 0.02%
1,685
+93
341
$22K 0.02%
2,465
+9
342
$22K 0.02%
461
+310
343
$22K 0.02%
538
+14
344
$22K 0.02%
1,704
345
$22K 0.02%
592
-61
346
$22K 0.02%
11,100
347
$22K 0.02%
238
348
$21K 0.02%
392
349
$21K 0.02%
267
350
$21K 0.02%
1,346
-364
12 13
14
15 16