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
401
$12K 0.01%
+247
402
$12K 0.01%
+301
403
$12K 0.01%
+188
404
$12K 0.01%
+316
405
$12K 0.01%
+867
406
$12K 0.01%
+456
407
$11K 0.01%
+250
408
$11K 0.01%
+350
409
$11K 0.01%
+89
410
$11K 0.01%
+1,000
411
$11K 0.01%
+262
412
$11K 0.01%
+183
413
$11K 0.01%
+133
414
$11K 0.01%
+1,233
415
$11K 0.01%
+187
416
$11K 0.01%
+60
417
$10K 0.01%
+345
418
$10K 0.01%
+333
419
$10K 0.01%
+498
420
$10K 0.01%
+876
421
$10K 0.01%
+136
422
$10K 0.01%
+406
423
$10K 0.01%
+245
424
$10K 0.01%
+575
425
$9K 0.01%
+316
15 16
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