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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.17M
3
+$1.99M
4
PFS icon
Provident Financial Services
PFS
+$1.66M
5
WTRG icon
Essential Utilities
WTRG
+$1.34M

Top Sells

1
+$2.36M
2
+$1.62M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$940K
5
WST icon
West Pharmaceutical
WST
+$746K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.09%
1,903
+354
127
$207K 0.09%
4,005
+1,200
128
$207K 0.09%
2,347
129
$204K 0.09%
2,903
+875
130
$204K 0.09%
2,552
+1,514
131
$204K 0.09%
1,447
-85
132
$202K 0.08%
8,320
133
$202K 0.08%
1,530
+12
134
$193K 0.08%
4,743
-300
135
$192K 0.08%
1,360
+341
136
$192K 0.08%
5,462
137
$191K 0.08%
1,292
+108
138
$186K 0.08%
737
139
$186K 0.08%
4,143
-632
140
$181K 0.08%
2,003
141
$180K 0.08%
5,180
+529
142
$179K 0.07%
3,000
143
$178K 0.07%
3,891
+2,716
144
$176K 0.07%
550
145
$172K 0.07%
4,121
-1,438
146
$172K 0.07%
5,010
147
$171K 0.07%
14,323
+84
148
$166K 0.07%
4,000
149
$165K 0.07%
6,330
+600
150
$160K 0.07%
3,255
4 5
6
7 8