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
126
$191K 0.09%
1,863
+3
127
$189K 0.09%
1,565
128
$185K 0.09%
3,709
-242
129
$175K 0.08%
1,517
130
$175K 0.08%
737
131
$173K 0.08%
5,462
132
$166K 0.08%
2,805
133
$164K 0.08%
1,365
-29
134
$164K 0.08%
1,193
-310
135
$162K 0.08%
2,054
-173
136
$162K 0.08%
13,894
-185
137
$162K 0.08%
3,255
138
$162K 0.08%
2,016
139
$159K 0.07%
3,000
140
$158K 0.07%
3,859
-295
141
$158K 0.07%
4,655
+20
142
$156K 0.07%
5,010
143
$155K 0.07%
+7,500
144
$155K 0.07%
10,400
-150
145
$154K 0.07%
5,206
146
$153K 0.07%
4,084
+15
147
$151K 0.07%
6,880
+1,380
148
$151K 0.07%
2,903
+13
149
$151K 0.07%
2,328
150
$150K 0.07%
1,535
4 5
6
7 8