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
351
$19K 0.02%
+393
352
$19K 0.02%
+288
353
$19K 0.02%
+304
354
$18K 0.02%
+2,950
355
$18K 0.02%
+1
356
$17K 0.01%
+423
357
$17K 0.01%
+464
358
$17K 0.01%
+4,335
359
$17K 0.01%
+500
360
$17K 0.01%
+281
361
$16K 0.01%
+70
362
$16K 0.01%
+480
363
$16K 0.01%
+200
364
$16K 0.01%
+300
365
$16K 0.01%
+457
366
$16K 0.01%
+4,150
367
$16K 0.01%
+221
368
$16K 0.01%
+223
369
$16K 0.01%
+604
370
$16K 0.01%
+908
371
$16K 0.01%
+11,100
372
$16K 0.01%
+312
373
$15K 0.01%
+900
374
$15K 0.01%
+622
375
$15K 0.01%
+667
13 14
15
16 17