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
$204M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$509K
3
+$309K
4
GILD icon
Gilead Sciences
GILD
+$188K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$179K

Top Sells

1
+$796K
2
+$659K
3
+$634K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$233K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$177K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.17%
3 Energy 5.15%
4 Technology 5%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
457
-214
352
$20K 0.01%
550
353
$19K 0.01%
60
354
$19K 0.01%
500
355
$19K 0.01%
350
356
$19K 0.01%
1,260
357
$19K 0.01%
2,000
358
$17K 0.01%
360
359
$17K 0.01%
1,021
360
$17K 0.01%
316
361
$17K 0.01%
460
362
$17K 0.01%
480
363
$17K 0.01%
200
364
$17K 0.01%
1,149
+12
365
$17K 0.01%
310
366
$17K 0.01%
255
367
$16K 0.01%
1,167
368
$16K 0.01%
333
369
$16K 0.01%
524
370
$16K 0.01%
400
371
$16K 0.01%
380
372
$16K 0.01%
1,208
373
$15K 0.01%
310
374
$15K 0.01%
612
375
$15K 0.01%
525
13 14
15
16 17