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
551
$1K ﹤0.01%
+25
552
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+100
558
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+30
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+95
560
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561
$1K ﹤0.01%
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562
$1K ﹤0.01%
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566
$1K ﹤0.01%
+23
567
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568
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569
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+117
570
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+37
571
$1K ﹤0.01%
+400
572
$1K ﹤0.01%
+74
573
$1K ﹤0.01%
+114
574
$1K ﹤0.01%
+128
575
$1K ﹤0.01%
+102
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