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
$242M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$609K
3
+$378K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$360K
5
VZ icon
Verizon
VZ
+$242K

Top Sells

1
+$428K
2
+$333K
3
+$202K
4
XOM icon
Exxon Mobil
XOM
+$183K
5
DCT
DCT Industrial Trust Inc.
DCT
+$154K

Sector Composition

1 Healthcare 12.33%
2 Technology 5.86%
3 Consumer Staples 4.79%
4 Industrials 4.12%
5 Financials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
1,970
352
$20K 0.01%
457
353
$20K 0.01%
81
354
$20K 0.01%
595
355
$19K 0.01%
360
356
$19K 0.01%
314
+34
357
$19K 0.01%
306
358
$19K 0.01%
245
+32
359
$18K 0.01%
310
360
$18K 0.01%
50
361
$18K 0.01%
800
362
$18K 0.01%
162
363
$18K 0.01%
103
-28
364
$18K 0.01%
284
-371
365
$17K 0.01%
215
366
$17K 0.01%
812
367
$17K 0.01%
1,200
368
$17K 0.01%
333
-50
369
$17K 0.01%
122
-18
370
$17K 0.01%
321
+36
371
$16K 0.01%
297
372
$16K 0.01%
8
373
$16K 0.01%
206
374
$16K 0.01%
159
375
$16K 0.01%
505
13 14
15
16 17