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
501
$4K ﹤0.01%
+1,510
502
$4K ﹤0.01%
+88
503
$4K ﹤0.01%
+125
504
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+142
505
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+116
506
$4K ﹤0.01%
+1,500
507
$4K ﹤0.01%
+247
508
$4K ﹤0.01%
+97
509
$3K ﹤0.01%
+75
510
$3K ﹤0.01%
+132
511
$3K ﹤0.01%
+83
512
$3K ﹤0.01%
+46
513
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+152
514
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+129
515
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+4
516
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+88
517
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+76
518
$3K ﹤0.01%
+95
519
$3K ﹤0.01%
+4
520
$3K ﹤0.01%
+28
521
$3K ﹤0.01%
+50
522
$3K ﹤0.01%
+86
523
$3K ﹤0.01%
+100
524
$2K ﹤0.01%
+46
525
$2K ﹤0.01%
+216
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