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
101
$273K 0.13%
3,003
+25
102
$257K 0.12%
6,113
103
$255K 0.12%
5,116
104
$251K 0.12%
5,659
+152
105
$250K 0.12%
1,817
+43
106
$244K 0.11%
9,521
+13
107
$240K 0.11%
1,884
-148
108
$237K 0.11%
5,503
+69
109
$236K 0.11%
2,197
+1
110
$230K 0.11%
2,050
111
$228K 0.11%
1,408
112
$223K 0.11%
3,226
113
$222K 0.1%
4,710
+58
114
$220K 0.1%
2,023
+8
115
$219K 0.1%
5,534
-170
116
$216K 0.1%
5,956
-272
117
$214K 0.1%
2,515
118
$213K 0.1%
4,800
+600
119
$208K 0.1%
3,890
-1,869
120
$204K 0.1%
1,532
-35
121
$200K 0.09%
2,573
122
$199K 0.09%
6,699
+394
123
$197K 0.09%
2,406
124
$196K 0.09%
4,142
+13
125
$193K 0.09%
2,955
+300
3 4
5
6 7