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
476
$6K ﹤0.01%
213
477
$6K ﹤0.01%
277
478
$5K ﹤0.01%
125
479
$5K ﹤0.01%
+106
480
$5K ﹤0.01%
1,000
481
$5K ﹤0.01%
226
-97
482
$5K ﹤0.01%
42
-6
483
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69
+2
484
$5K ﹤0.01%
57
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485
$5K ﹤0.01%
+155
486
$5K ﹤0.01%
919
487
$5K ﹤0.01%
157
488
$5K ﹤0.01%
115
489
$4K ﹤0.01%
+62
490
$4K ﹤0.01%
33
-1
491
$4K ﹤0.01%
+26
492
$4K ﹤0.01%
+136
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$4K ﹤0.01%
200
494
$4K ﹤0.01%
455
495
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850
-850
496
$4K ﹤0.01%
100
497
$4K ﹤0.01%
90
498
$4K ﹤0.01%
133
499
$4K ﹤0.01%
+160
500
$4K ﹤0.01%
200
18 19
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