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
501
$4K ﹤0.01%
70
+18
502
$4K ﹤0.01%
50
-300
503
$4K ﹤0.01%
175
504
$4K ﹤0.01%
315
-364
505
$4K ﹤0.01%
150
506
$4K ﹤0.01%
80
-5,817
507
$4K ﹤0.01%
86
508
$3K ﹤0.01%
+30
509
$3K ﹤0.01%
+36
510
$3K ﹤0.01%
224
-920
511
$3K ﹤0.01%
206
512
$3K ﹤0.01%
+20
513
$3K ﹤0.01%
+35
514
$3K ﹤0.01%
21
515
$3K ﹤0.01%
165
516
$3K ﹤0.01%
111
517
$3K ﹤0.01%
184
518
$3K ﹤0.01%
100
519
$2K ﹤0.01%
149
520
$2K ﹤0.01%
46
-12
521
$2K ﹤0.01%
+9
522
$2K ﹤0.01%
+48
523
$2K ﹤0.01%
16
524
$2K ﹤0.01%
+18
525
$2K ﹤0.01%
50
19 20
21
22 23