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
26
$1.76M 0.83%
55,973
-7,954
27
$1.68M 0.79%
14,919
+86
28
$1.57M 0.74%
24,903
+1
29
$1.56M 0.74%
48,231
+2,877
30
$1.46M 0.69%
18,308
-510
31
$1.39M 0.65%
11,291
-6,645
32
$1.32M 0.62%
42,022
+1,124
33
$1.28M 0.6%
10,520
+177
34
$1.23M 0.58%
10,866
-274
35
$1.17M 0.55%
27,580
+460
36
$1.12M 0.53%
26,380
-524
37
$1.02M 0.48%
6,122
+1,414
38
$1.02M 0.48%
8,838
-335
39
$1.01M 0.48%
8,540
-511
40
$987K 0.46%
20,246
-1,221
41
$984K 0.46%
13,931
+191
42
$960K 0.45%
10,925
+91
43
$934K 0.44%
11,306
-444
44
$927K 0.44%
6,326
-185
45
$911K 0.43%
22,928
-836
46
$847K 0.4%
15,214
-13
47
$819K 0.39%
6,579
+260
48
$785K 0.37%
8,466
-19
49
$778K 0.37%
4,676
-4
50
$724K 0.34%
4,522
+8
1
2
3 4 5