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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.01%
350
327
$23K 0.01%
392
328
$23K 0.01%
681
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329
$23K 0.01%
538
330
$23K 0.01%
350
-72
331
$23K 0.01%
1,570
+1,547
332
$22K 0.01%
750
333
$22K 0.01%
1,000
334
$22K 0.01%
500
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$21K 0.01%
925
336
$21K 0.01%
177
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337
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267
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380
339
$20K 0.01%
1,220
340
$20K 0.01%
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341
$20K 0.01%
1,260
342
$20K 0.01%
333
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343
$19K 0.01%
612
344
$19K 0.01%
350
345
$18K 0.01%
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346
$18K 0.01%
1,021
347
$18K 0.01%
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348
$18K 0.01%
480
349
$18K 0.01%
200
350
$18K 0.01%
524
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