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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$263K
3
+$184K
4
TWTR
Twitter, Inc.
TWTR
+$168K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$127K

Top Sells

1
+$719K
2
+$413K
3
+$401K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$292K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$287K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.39%
12,460
+45
52
$521K 0.38%
4,351
+7
53
$507K 0.37%
8,797
+332
54
$498K 0.36%
5,807
-25
55
$489K 0.35%
6,773
56
$489K 0.35%
5,646
-4,769
57
$477K 0.35%
7,682
-79
58
$453K 0.33%
4,506
+43
59
$453K 0.33%
10,225
-600
60
$432K 0.31%
3,634
-27
61
$428K 0.31%
21,520
62
$419K 0.3%
3,550
63
$415K 0.3%
7,345
-200
64
$407K 0.3%
26,340
-10,810
65
$400K 0.29%
15,604
+84
66
$394K 0.29%
3,912
-83
67
$393K 0.29%
10,008
-1,464
68
$382K 0.28%
1,950
-87
69
$368K 0.27%
14,139
-1,903
70
$363K 0.26%
2,523
-114
71
$337K 0.24%
3,164
+13
72
$332K 0.24%
7,044
73
$325K 0.24%
4,872
74
$321K 0.23%
3,742
75
$321K 0.23%
11,110
-12
1 2
3
4 5