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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K 0.01%
+1,000
377
$15K 0.01%
+458
378
$15K 0.01%
+236
379
$15K 0.01%
+318
380
$14K 0.01%
+146
381
$14K 0.01%
+190
382
$14K 0.01%
+400
383
$14K 0.01%
+949
384
$14K 0.01%
+240
385
$14K 0.01%
+183
386
$14K 0.01%
+524
387
$14K 0.01%
+378
388
$14K 0.01%
+165
389
$14K 0.01%
+397
390
$14K 0.01%
+1,000
391
$14K 0.01%
+306
392
$14K 0.01%
+260
393
$14K 0.01%
+546
394
$13K 0.01%
+1,593
395
$13K 0.01%
+1,116
396
$13K 0.01%
+174
397
$13K 0.01%
+300
398
$13K 0.01%
+350
399
$13K 0.01%
+500
400
$13K 0.01%
+500
14 15
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