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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$263K
3
+$184K
4
TWTR
Twitter, Inc.
TWTR
+$168K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$127K

Top Sells

1
+$719K
2
+$413K
3
+$401K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$287K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K 0.02%
853
327
$28K 0.02%
3,436
328
$27K 0.02%
1,378
+5
329
$27K 0.02%
68
330
$26K 0.02%
1,685
331
$26K 0.02%
500
332
$26K 0.02%
238
333
$26K 0.02%
3,000
334
$25K 0.02%
2,465
335
$25K 0.02%
239
-166
336
$25K 0.02%
478
+53
337
$25K 0.02%
1,385
338
$25K 0.02%
302
-2
339
$25K 0.02%
+944
340
$25K 0.02%
100
341
$24K 0.02%
949
342
$24K 0.02%
667
343
$24K 0.02%
485
344
$24K 0.02%
1,704
345
$24K 0.02%
+1,396
346
$24K 0.02%
275
+139
347
$24K 0.02%
225
348
$24K 0.02%
500
349
$24K 0.02%
321
350
$24K 0.02%
1,000
12 13
14
15 16