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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K 0.01%
+96
477
$6K 0.01%
+150
478
$6K 0.01%
+407
479
$6K 0.01%
+290
480
$5K ﹤0.01%
+131
481
$5K ﹤0.01%
+170
482
$5K ﹤0.01%
+102
483
$5K ﹤0.01%
+600
484
$5K ﹤0.01%
+100
485
$5K ﹤0.01%
+81
486
$5K ﹤0.01%
+400
487
$5K ﹤0.01%
+1,000
488
$5K ﹤0.01%
+200
489
$5K ﹤0.01%
+105
490
$5K ﹤0.01%
+67
491
$5K ﹤0.01%
+225
492
$5K ﹤0.01%
+109
493
$5K ﹤0.01%
+420
494
$5K ﹤0.01%
+144
495
$5K ﹤0.01%
+2,261
496
$5K ﹤0.01%
+82
497
$5K ﹤0.01%
+30
498
$5K ﹤0.01%
+270
499
$4K ﹤0.01%
+100
500
$4K ﹤0.01%
+23
18 19
20
21 22