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
$243M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$393K
3
+$388K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$262K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$258K

Top Sells

1
+$889K
2
+$745K
3
+$390K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
M icon
Macy's
M
+$224K

Sector Composition

1 Healthcare 10.4%
2 Consumer Staples 5.31%
3 Financials 5.26%
4 Technology 5.15%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
50
-300
427
$10K ﹤0.01%
213
+51
428
$10K ﹤0.01%
255
429
$9K ﹤0.01%
+209
430
$9K ﹤0.01%
100
431
$9K ﹤0.01%
99
432
$9K ﹤0.01%
215
-100
433
$9K ﹤0.01%
+175
434
$9K ﹤0.01%
323
-45
435
$9K ﹤0.01%
279
436
$9K ﹤0.01%
208
+96
437
$9K ﹤0.01%
+200
438
$9K ﹤0.01%
612
+176
439
$9K ﹤0.01%
1,334
-7,633
440
$9K ﹤0.01%
305
+144
441
$9K ﹤0.01%
150
442
$8K ﹤0.01%
38
+12
443
$8K ﹤0.01%
155
-29
444
$8K ﹤0.01%
136
445
$8K ﹤0.01%
+18
446
$8K ﹤0.01%
+99
447
$8K ﹤0.01%
195
448
$8K ﹤0.01%
+29
449
$8K ﹤0.01%
1,700
-900
450
$8K ﹤0.01%
147
+47
16 17
18
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