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
401
$14K 0.01%
285
402
$14K 0.01%
1,000
403
$14K 0.01%
850
+500
404
$14K 0.01%
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405
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210
406
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310
407
$13K 0.01%
525
408
$13K 0.01%
524
409
$13K 0.01%
355
-182
410
$13K 0.01%
2,000
411
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72
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412
$12K 0.01%
8
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413
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139
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414
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415
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136
416
$12K 0.01%
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417
$12K 0.01%
57
418
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297
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419
$12K 0.01%
204
420
$11K 0.01%
100
421
$11K 0.01%
323
422
$11K 0.01%
1,040
423
$11K 0.01%
351
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424
$11K 0.01%
+300
425
$11K 0.01%
123
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