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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$605K
3
+$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Top Sells

1
+$802K
2
+$802K
3
+$562K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$471K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$441K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
1,000
402
$13K 0.01%
320
+4
403
$13K 0.01%
546
404
$12K 0.01%
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405
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250
406
$12K 0.01%
262
407
$12K 0.01%
300
-403
408
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240
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409
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233
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410
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306
411
$12K 0.01%
189
+2
412
$11K 0.01%
301
413
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350
414
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876
415
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416
$11K 0.01%
136
417
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1,233
418
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513
419
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456
420
$10K 0.01%
208
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421
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144
422
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345
423
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337
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424
$10K 0.01%
498
425
$10K 0.01%
227
-500
15 16
17
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