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
76
$306K 0.22%
6,312
+10
77
$304K 0.22%
7,428
+4
78
$301K 0.22%
5,753
79
$294K 0.21%
2,668
80
$283K 0.21%
2,834
81
$283K 0.21%
3,290
+2,140
82
$278K 0.2%
6,850
83
$271K 0.2%
2,200
84
$266K 0.19%
2,310
-12
85
$266K 0.19%
8,263
-675
86
$258K 0.19%
4,878
-3,920
87
$252K 0.18%
9,621
88
$251K 0.18%
6,009
-599
89
$251K 0.18%
2,438
+61
90
$250K 0.18%
2,637
91
$246K 0.18%
1,715
92
$226K 0.16%
2,333
-972
93
$224K 0.16%
6,981
+1,678
94
$223K 0.16%
1,000
95
$222K 0.16%
5,146
96
$222K 0.16%
22,547
97
$212K 0.15%
3,200
+14
98
$203K 0.15%
1,314
99
$199K 0.14%
5,077
+1,336
100
$195K 0.14%
3,428
2 3
4
5 6