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
$204M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$509K
3
+$309K
4
GILD icon
Gilead Sciences
GILD
+$188K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$179K

Top Sells

1
+$796K
2
+$659K
3
+$634K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$233K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$177K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.17%
3 Energy 5.15%
4 Technology 5%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K 0.01%
+264
402
$12K 0.01%
300
403
$12K 0.01%
297
404
$12K 0.01%
1,000
405
$12K 0.01%
204
406
$11K 0.01%
195
407
$11K 0.01%
498
408
$11K 0.01%
123
409
$10K ﹤0.01%
2,000
410
$10K ﹤0.01%
200
411
$9K ﹤0.01%
400
412
$9K ﹤0.01%
99
-325
413
$9K ﹤0.01%
241
414
$9K ﹤0.01%
125
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415
$9K ﹤0.01%
89
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416
$9K ﹤0.01%
176
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417
$8K ﹤0.01%
160
418
$8K ﹤0.01%
304
419
$8K ﹤0.01%
100
420
$8K ﹤0.01%
274
-27
421
$8K ﹤0.01%
368
422
$8K ﹤0.01%
300
423
$8K ﹤0.01%
214
424
$8K ﹤0.01%
157
425
$8K ﹤0.01%
280
15 16
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