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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$920K
3
+$854K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$809K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$582K

Top Sells

1
+$1.12M
2
+$685K
3
+$520K
4
MLAB icon
Mesa Laboratories
MLAB
+$445K
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$380K

Sector Composition

1 Healthcare 14.09%
2 Energy 6.56%
3 Consumer Staples 6.49%
4 Industrials 5.63%
5 Technology 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.02%
+154
352
$24K 0.01%
239
353
$24K 0.01%
11,100
354
$24K 0.01%
1,200
355
$23K 0.01%
111
356
$23K 0.01%
1,704
357
$23K 0.01%
212
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358
$23K 0.01%
275
359
$23K 0.01%
+215
360
$23K 0.01%
1,000
361
$23K 0.01%
833
362
$23K 0.01%
435
-60
363
$23K 0.01%
400
364
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1,135
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365
$22K 0.01%
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366
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367
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368
$22K 0.01%
1,685
369
$22K 0.01%
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370
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480
372
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373
$22K 0.01%
828
374
$21K 0.01%
+267
375
$21K 0.01%
250
+1
13 14
15
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