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
576
$0 ﹤0.01%
100
577
– –
-410
578
$0 ﹤0.01%
79
579
– –
-20
580
$0 ﹤0.01%
25
581
$0 ﹤0.01%
+10
582
– –
0
583
$0 ﹤0.01%
12
584
$0 ﹤0.01%
6
585
– –
-175
586
– –
-7,400
587
$0 ﹤0.01%
+20
588
$0 ﹤0.01%
14
589
– –
-6,620
590
– –
-19
591
– –
-24,903
592
– –
-1
20 21 22 23
24