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
$242M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$609K
3
+$378K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$360K
5
VZ icon
Verizon
VZ
+$242K

Top Sells

1
+$428K
2
+$333K
3
+$202K
4
XOM icon
Exxon Mobil
XOM
+$183K
5
DCT
DCT Industrial Trust Inc.
DCT
+$154K

Sector Composition

1 Healthcare 12.33%
2 Technology 5.86%
3 Consumer Staples 4.79%
4 Industrials 4.12%
5 Financials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
43
452
$8K ﹤0.01%
769
+13
453
$8K ﹤0.01%
125
-15
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$8K ﹤0.01%
90
455
$8K ﹤0.01%
48
456
$8K ﹤0.01%
551
457
$8K ﹤0.01%
381
458
$7K ﹤0.01%
+103
459
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274
460
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211
+11
461
$7K ﹤0.01%
472
+248
462
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900
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101
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466
$7K ﹤0.01%
46
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467
$6K ﹤0.01%
+45
468
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38
469
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71
-26
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$6K ﹤0.01%
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471
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181
472
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473
$6K ﹤0.01%
116
474
$6K ﹤0.01%
160
475
$6K ﹤0.01%
96
-98
17 18
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