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
326
$24K 0.01%
211
-365
327
$24K 0.01%
2,020
328
$24K 0.01%
11,100
329
$24K 0.01%
675
-176
330
$23K 0.01%
500
331
$23K 0.01%
392
332
$23K 0.01%
340
+71
333
$23K 0.01%
1,260
334
$23K 0.01%
+445
335
$23K 0.01%
1,570
336
$22K 0.01%
382
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337
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338
$22K 0.01%
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339
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131
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340
$21K 0.01%
360
341
$21K 0.01%
480
342
$21K 0.01%
350
343
$21K 0.01%
363
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$21K 0.01%
828
345
$20K 0.01%
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346
$20K 0.01%
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347
$20K 0.01%
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348
$20K 0.01%
457
349
$20K 0.01%
306
350
$19K 0.01%
531
12 13
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