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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.17M
3
+$1.99M
4
PFS icon
Provident Financial Services
PFS
+$1.66M
5
WTRG icon
Essential Utilities
WTRG
+$1.34M

Top Sells

1
+$2.36M
2
+$1.62M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$940K
5
WST icon
West Pharmaceutical
WST
+$746K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K 0.01%
150
-100
352
$23K 0.01%
681
353
$23K 0.01%
267
354
$22K 0.01%
925
355
$22K 0.01%
460
356
$22K 0.01%
1,160
+3
357
$21K 0.01%
771
-672
358
$21K 0.01%
360
359
$21K 0.01%
480
360
$21K 0.01%
+200
361
$21K 0.01%
+374
362
$21K 0.01%
1,260
363
$21K 0.01%
425
364
$20K 0.01%
1,970
365
$20K 0.01%
612
366
$20K 0.01%
200
367
$20K 0.01%
1,431
+200
368
$20K 0.01%
350
369
$20K 0.01%
306
-257
370
$19K 0.01%
457
371
$19K 0.01%
2,000
372
$19K 0.01%
11,100
373
$19K 0.01%
150
+50
374
$19K 0.01%
3,557
-2,175
375
$18K 0.01%
1,043
13 14
15
16 17