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
101
$191K 0.14%
6,685
-250
102
$188K 0.14%
7,577
-2,229
103
$187K 0.14%
5,801
+368
104
$184K 0.13%
5,258
105
$184K 0.13%
5,330
106
$184K 0.13%
2,632
107
$180K 0.13%
4,600
108
$178K 0.13%
2,174
109
$175K 0.13%
3,027
+882
110
$173K 0.13%
2,970
+57
111
$171K 0.12%
2,459
+3
112
$168K 0.12%
+4,100
113
$167K 0.12%
1,843
+7
114
$166K 0.12%
3,649
+45
115
$165K 0.12%
2,038
116
$163K 0.12%
2,444
117
$160K 0.12%
1,261
118
$160K 0.12%
5,600
119
$159K 0.12%
1,284
120
$157K 0.11%
9,080
+9
121
$156K 0.11%
2,119
122
$154K 0.11%
1,220
123
$151K 0.11%
3,848
124
$151K 0.11%
1,535
+23
125
$149K 0.11%
3,000
3 4
5
6 7