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
$203M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$934K
3
+$891K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$644K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$635K

Top Sells

1
+$436K
2
+$374K
3
+$343K
4
AGN
Allergan plc
AGN
+$225K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$213K

Sector Composition

1 Healthcare 11.93%
2 Consumer Staples 7.51%
3 Technology 5.32%
4 Energy 5.09%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
1,137
-147
377
$17K 0.01%
60
378
$17K 0.01%
1,173
-1,157
379
$17K 0.01%
142
+110
380
$17K 0.01%
331
+1
381
$16K 0.01%
1,021
382
$16K 0.01%
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383
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984
384
$16K 0.01%
200
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385
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310
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386
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257
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$15K 0.01%
612
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389
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390
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391
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333
400
$14K 0.01%
505
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