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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$227K
3
+$141K
4
CMCSA icon
Comcast
CMCSA
+$123K
5
T icon
AT&T
T
+$120K

Top Sells

1
+$3.53M
2
+$1.59M
3
+$1.58M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.46M
5
WTRG icon
Essential Utilities
WTRG
+$1.45M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K 0.01%
300
-250
402
$12K 0.01%
305
403
$12K 0.01%
1,000
404
$12K 0.01%
+219
405
$11K ﹤0.01%
60
-365
406
$11K ﹤0.01%
194
-524
407
$11K ﹤0.01%
200
408
$11K ﹤0.01%
612
409
$11K ﹤0.01%
1,231
410
$11K ﹤0.01%
+40
411
$11K ﹤0.01%
214
412
$11K ﹤0.01%
54
+4
413
$11K ﹤0.01%
400
-500
414
$10K ﹤0.01%
680
-1,991
415
$10K ﹤0.01%
561
416
$10K ﹤0.01%
+205
417
$10K ﹤0.01%
279
418
$10K ﹤0.01%
123
-388
419
$10K ﹤0.01%
208
420
$10K ﹤0.01%
1,452
421
$9K ﹤0.01%
136
422
$9K ﹤0.01%
29
423
$9K ﹤0.01%
+188
424
$9K ﹤0.01%
100
425
$9K ﹤0.01%
+90
15 16
17
18 19