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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.17M
3
+$1.99M
4
PFS icon
Provident Financial Services
PFS
+$1.66M
5
WTRG icon
Essential Utilities
WTRG
+$1.34M

Top Sells

1
+$2.36M
2
+$1.62M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$940K
5
WST icon
West Pharmaceutical
WST
+$746K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
5,331
527
$2K ﹤0.01%
100
528
$1K ﹤0.01%
10
529
$1K ﹤0.01%
125
530
$1K ﹤0.01%
50
531
$1K ﹤0.01%
+20
532
$1K ﹤0.01%
+325
533
$1K ﹤0.01%
76
534
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38
535
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48
536
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11
537
$1K ﹤0.01%
100
538
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100
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59
540
$1K ﹤0.01%
300
541
$1K ﹤0.01%
690
542
$1K ﹤0.01%
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543
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544
$1K ﹤0.01%
+97
545
$0 ﹤0.01%
10
546
– –
-156
547
$0 ﹤0.01%
+1
548
– –
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549
– –
-11
550
– –
-2,500
20 21
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