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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$263K
3
+$184K
4
TWTR
Twitter, Inc.
TWTR
+$168K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$127K

Top Sells

1
+$719K
2
+$413K
3
+$401K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$287K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.89%
15,632
+7
27
$1.21M 0.88%
11,936
-43
28
$1.16M 0.84%
10,659
+280
29
$1.15M 0.84%
14,037
+1,115
30
$1.13M 0.82%
6,529
-40
31
$1.13M 0.82%
39,997
+197
32
$1.04M 0.76%
9,576
+35
33
$1.01M 0.74%
21,173
+115
34
$847K 0.61%
10,050
-64
35
$819K 0.59%
11,276
+8
36
$790K 0.57%
18,323
-1,958
37
$773K 0.56%
18,258
-394
38
$769K 0.56%
6,080
+38
39
$747K 0.54%
15,276
+123
40
$671K 0.49%
7,645
-9
41
$671K 0.49%
9,683
-253
42
$652K 0.47%
21,095
-30
43
$644K 0.47%
3,268
44
$631K 0.46%
6,866
45
$585K 0.42%
11,130
+18
46
$564K 0.41%
7,483
47
$559K 0.41%
7,063
-405
48
$542K 0.39%
9,030
+454
49
$534K 0.39%
20,010
-680
50
$532K 0.39%
10,260
-5,627
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