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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
34
452
$4K ﹤0.01%
52
-448
453
$4K ﹤0.01%
90
454
$4K ﹤0.01%
315
455
$4K ﹤0.01%
150
456
$4K ﹤0.01%
117
-59
457
$3K ﹤0.01%
10
+3
458
$3K ﹤0.01%
120
459
$3K ﹤0.01%
680
460
$3K ﹤0.01%
46
461
$3K ﹤0.01%
32
462
$3K ﹤0.01%
100
463
$3K ﹤0.01%
105
464
$3K ﹤0.01%
100
465
$3K ﹤0.01%
+200
466
$3K ﹤0.01%
27
467
$3K ﹤0.01%
80
468
$3K ﹤0.01%
111
469
$3K ﹤0.01%
86
470
$3K ﹤0.01%
5,331
471
$3K ﹤0.01%
115
472
$3K ﹤0.01%
26
473
$3K ﹤0.01%
100
474
$2K ﹤0.01%
+16
475
$2K ﹤0.01%
120
17 18
19
20 21