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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$605K
3
+$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Top Sells

1
+$802K
2
+$802K
3
+$562K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$471K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$441K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
400
552
$1K ﹤0.01%
74
553
$1K ﹤0.01%
825
554
$1K ﹤0.01%
114
555
$1K ﹤0.01%
230
+20
556
$1K ﹤0.01%
102
557
$1K ﹤0.01%
86
+11
558
$1K ﹤0.01%
39
559
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34
560
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190
561
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562
$1K ﹤0.01%
50
563
$0 ﹤0.01%
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565
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569
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570
$0 ﹤0.01%
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571
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575
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