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
351
$23K 0.02%
1,291
352
$23K 0.02%
423
353
$23K 0.02%
461
354
$22K 0.02%
700
355
$21K 0.02%
809
356
$21K 0.02%
300
357
$21K 0.02%
600
+400
358
$21K 0.02%
501
359
$20K 0.01%
+210
360
$20K 0.01%
500
361
$20K 0.01%
312
362
$19K 0.01%
400
363
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364
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500
365
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366
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367
$18K 0.01%
480
368
$18K 0.01%
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369
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174
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370
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371
$18K 0.01%
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372
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373
$18K 0.01%
1,593
374
$17K 0.01%
65
375
$17K 0.01%
248
13 14
15
16 17