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
76
$460K 0.22%
30,259
+1,212
77
$452K 0.21%
3,486
-314
78
$441K 0.21%
2,919
-69
79
$438K 0.21%
2,710
+308
80
$426K 0.2%
26,169
+1,554
81
$385K 0.18%
6,587
+1,050
82
$383K 0.18%
2,909
+15
83
$373K 0.18%
21,040
84
$367K 0.17%
9,770
-4
85
$361K 0.17%
6,288
-373
86
$358K 0.17%
5,986
-69
87
$354K 0.17%
1,500
-5
88
$350K 0.16%
2,668
89
$350K 0.16%
4,049
90
$350K 0.16%
3,672
91
$348K 0.16%
10,809
92
$337K 0.16%
1,905
-371
93
$327K 0.15%
1,949
+3
94
$320K 0.15%
2,317
95
$318K 0.15%
6,180
-192
96
$308K 0.15%
13,046
+2
97
$308K 0.15%
11,340
98
$305K 0.14%
7,360
-380
99
$295K 0.14%
8,406
100
$284K 0.13%
6,375
2 3
4
5 6