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
426
$9K ﹤0.01%
+29
427
$9K ﹤0.01%
1,334
428
$9K ﹤0.01%
255
429
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430
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155
431
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18
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147
434
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$8K ﹤0.01%
772
436
$8K ﹤0.01%
756
+13
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140
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438
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+90
439
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351
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381
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$8K ﹤0.01%
323
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$7K ﹤0.01%
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216
444
$7K ﹤0.01%
38
445
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+62
446
$7K ﹤0.01%
274
447
$7K ﹤0.01%
97
+9
448
$7K ﹤0.01%
200
+78
449
$7K ﹤0.01%
235
450
$7K ﹤0.01%
+900