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
526
$2K ﹤0.01%
+31
527
$2K ﹤0.01%
+120
528
$2K ﹤0.01%
+125
529
$2K ﹤0.01%
+42
530
$2K ﹤0.01%
+90
531
$2K ﹤0.01%
+100
532
$2K ﹤0.01%
+70
533
$2K ﹤0.01%
+112
534
$2K ﹤0.01%
+8
535
$2K ﹤0.01%
+40
536
$2K ﹤0.01%
+14
537
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+14
538
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+100
539
$2K ﹤0.01%
+80
540
$2K ﹤0.01%
+1,093
541
$2K ﹤0.01%
+158
542
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+50
543
$2K ﹤0.01%
+825
544
$2K ﹤0.01%
+44
545
$2K ﹤0.01%
+100
546
$2K ﹤0.01%
+39
547
$1K ﹤0.01%
+25
548
$1K ﹤0.01%
+18
549
$1K ﹤0.01%
+10
550
$1K ﹤0.01%
+16
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