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
126
$149K 0.11%
5,544
+1,000
127
$149K 0.11%
5,594
128
$148K 0.11%
1,443
+3
129
$146K 0.11%
2,834
130
$143K 0.1%
7,050
-465
131
$142K 0.1%
1,754
132
$140K 0.1%
4,650
133
$140K 0.1%
2,048
-129
134
$139K 0.1%
4,213
+35
135
$137K 0.1%
4,559
136
$135K 0.1%
1,498
137
$130K 0.09%
1,612
138
$129K 0.09%
8,362
-157
139
$129K 0.09%
930
140
$128K 0.09%
5,010
141
$128K 0.09%
1,473
142
$126K 0.09%
2,675
-501
143
$126K 0.09%
2,913
144
$126K 0.09%
2,793
+12
145
$125K 0.09%
1,081
146
$125K 0.09%
1,837
+3
147
$124K 0.09%
3,036
148
$124K 0.09%
2,362
+100
149
$119K 0.09%
1,373
150
$117K 0.08%
1,838
-254
4 5
6
7 8