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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$263K
3
+$184K
4
TWTR
Twitter, Inc.
TWTR
+$168K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$127K

Top Sells

1
+$719K
2
+$413K
3
+$401K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$287K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
136
402
$13K 0.01%
498
403
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262
404
$13K 0.01%
233
-233
405
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1,000
406
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324
+1
407
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+5,000
408
$12K 0.01%
144
409
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1,026
410
$12K 0.01%
250
411
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412
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337
413
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505
414
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130
417
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406
418
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419
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316
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420
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122
421
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208
422
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304
423
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301
424
$11K 0.01%
1,282
425
$11K 0.01%
824
15 16
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18 19