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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$708K 0.33%
9,020
-8
52
$688K 0.32%
16,425
+11
53
$635K 0.3%
11,674
+1,189
54
$621K 0.29%
4,014
55
$620K 0.29%
18,686
-815
56
$618K 0.29%
17,134
+362
57
$607K 0.29%
9,212
-1,780
58
$590K 0.28%
7,345
-200
59
$585K 0.28%
3,566
+176
60
$563K 0.27%
8,543
-54
61
$556K 0.26%
5,685
+1,587
62
$555K 0.26%
5,151
+100
63
$545K 0.26%
8,023
+144
64
$544K 0.26%
8,346
+186
65
$543K 0.26%
16,072
+439
66
$538K 0.25%
2,756
+274
67
$525K 0.25%
3,694
68
$522K 0.25%
5,399
69
$521K 0.25%
8,704
-522
70
$507K 0.24%
6,487
+1,369
71
$492K 0.23%
9,360
72
$476K 0.22%
9,972
73
$476K 0.22%
26,540
74
$468K 0.22%
9,779
+219
75
$466K 0.22%
4,396
-154
1 2
3
4 5