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
426
$11K 0.01%
+800
427
$11K 0.01%
+116
428
$11K 0.01%
700
429
$11K 0.01%
1,000
430
$11K 0.01%
245
431
$11K 0.01%
306
432
$11K 0.01%
673
433
$10K 0.01%
8
434
$10K 0.01%
125
435
$10K 0.01%
+381
436
$10K 0.01%
467
437
$10K 0.01%
125
-100
438
$10K 0.01%
742
-100
439
$10K 0.01%
575
440
$10K 0.01%
1,725
441
$10K 0.01%
60
442
$9K 0.01%
100
443
$9K 0.01%
360
-8
444
$9K 0.01%
86
445
$9K 0.01%
231
446
$9K 0.01%
152
447
$9K 0.01%
129
-4
448
$9K 0.01%
128
-64
449
$9K 0.01%
545
450
$9K 0.01%
640
16 17
18
19 20