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
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$752K
2
+$471K
3
+$387K
4
FDX icon
FedEx
FDX
+$379K
5
BTI icon
British American Tobacco
BTI
+$330K

Top Sells

1
+$1.14M
2
+$907K
3
+$502K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$400K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$217K

Sector Composition

1 Healthcare 11.57%
2 Technology 5.82%
3 Consumer Staples 4.94%
4 Communication Services 4.17%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
+45
352
$19K 0.01%
360
353
$19K 0.01%
215
354
$19K 0.01%
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355
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812
356
$19K 0.01%
162
357
$19K 0.01%
372
358
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359
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500
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$18K 0.01%
152
361
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363
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364
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366
$17K 0.01%
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367
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369
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370
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374
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$16K 0.01%
39
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