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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$227K
3
+$141K
4
CMCSA icon
Comcast
CMCSA
+$123K
5
T icon
AT&T
T
+$120K

Top Sells

1
+$3.53M
2
+$1.59M
3
+$1.58M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.46M
5
WTRG icon
Essential Utilities
WTRG
+$1.45M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
800
-149
352
$19K 0.01%
140
+18
353
$19K 0.01%
372
354
$18K 0.01%
297
355
$18K 0.01%
595
356
$17K 0.01%
126
-43
357
$17K 0.01%
310
358
$17K 0.01%
812
+200
359
$17K 0.01%
1,200
360
$17K 0.01%
212
361
$17K 0.01%
81
362
$17K 0.01%
1,211
+1
363
$16K 0.01%
8
364
$16K 0.01%
206
365
$16K 0.01%
500
366
$16K 0.01%
1,167
367
$16K 0.01%
159
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368
$16K 0.01%
333
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369
$16K 0.01%
280
370
$16K 0.01%
93
371
$15K 0.01%
297
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372
$15K 0.01%
505
373
$15K 0.01%
50
-13
374
$15K 0.01%
880
375
$15K 0.01%
285
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13 14
15
16 17