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
351
$20K 0.02%
+400
352
$20K 0.02%
464
353
$20K 0.02%
482
354
$20K 0.02%
500
355
$20K 0.02%
196
+50
356
$19K 0.02%
1,216
+267
357
$19K 0.02%
809
358
$19K 0.02%
300
359
$19K 0.02%
2,950
360
$19K 0.02%
620
+320
361
$19K 0.02%
316
+4
362
$18K 0.01%
423
363
$18K 0.01%
480
364
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365
$18K 0.01%
288
366
$17K 0.01%
65
-5
367
$17K 0.01%
5,290
368
$17K 0.01%
+110
369
$17K 0.01%
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370
$17K 0.01%
221
371
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225
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372
$17K 0.01%
604
373
$17K 0.01%
499
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374
$16K 0.01%
920
+20
375
$16K 0.01%
667
13 14
15
16 17