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
76
$288K 0.25%
+11,829
77
$287K 0.25%
+3,486
78
$273K 0.23%
+10,913
79
$272K 0.23%
+7,332
80
$257K 0.22%
+2,860
81
$256K 0.22%
+2,312
82
$255K 0.22%
+5,321
83
$255K 0.22%
+2,735
84
$254K 0.22%
+2,566
85
$253K 0.22%
+7,251
86
$232K 0.2%
+3,434
87
$226K 0.19%
+3,742
88
$224K 0.19%
+10,198
89
$218K 0.19%
+4,872
90
$212K 0.18%
+3,200
91
$210K 0.18%
+1,309
92
$205K 0.18%
+2,860
93
$200K 0.17%
+5,098
94
$198K 0.17%
+2,722
95
$197K 0.17%
+5,764
96
$193K 0.17%
+3,538
97
$189K 0.16%
+2,529
98
$181K 0.16%
+5,900
99
$180K 0.15%
+3,645
100
$178K 0.15%
+3,999
2 3
4
5 6