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
451
$7K ﹤0.01%
200
452
$7K ﹤0.01%
+240
453
$7K ﹤0.01%
108
454
$7K ﹤0.01%
+43
455
$7K ﹤0.01%
+95
456
$7K ﹤0.01%
114
457
$7K ﹤0.01%
48
458
$7K ﹤0.01%
210
-15,226
459
$7K ﹤0.01%
551
460
$7K ﹤0.01%
150
461
$6K ﹤0.01%
371
-4,763
462
$6K ﹤0.01%
167
+13
463
$6K ﹤0.01%
177
464
$6K ﹤0.01%
145
465
$6K ﹤0.01%
181
466
$6K ﹤0.01%
160
467
$6K ﹤0.01%
+135
468
$6K ﹤0.01%
+50
469
$6K ﹤0.01%
69
470
$6K ﹤0.01%
365
471
$6K ﹤0.01%
142
472
$6K ﹤0.01%
39
473
$6K ﹤0.01%
38
474
$6K ﹤0.01%
122
+32
475
$6K ﹤0.01%
99
17 18
19
20 21