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
$242M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$609K
3
+$378K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$360K
5
VZ icon
Verizon
VZ
+$242K

Top Sells

1
+$428K
2
+$333K
3
+$202K
4
XOM icon
Exxon Mobil
XOM
+$183K
5
DCT
DCT Industrial Trust Inc.
DCT
+$154K

Sector Composition

1 Healthcare 12.33%
2 Technology 5.86%
3 Consumer Staples 4.79%
4 Industrials 4.12%
5 Financials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.09%
10,902
+2,112
127
$203K 0.08%
5,010
128
$198K 0.08%
779
-8
129
$190K 0.08%
2,370
-304
130
$187K 0.08%
4,353
+123
131
$186K 0.08%
5,462
132
$171K 0.07%
1,950
+315
133
$170K 0.07%
2,196
-59
134
$170K 0.07%
5,802
+21
135
$167K 0.07%
983
-6
136
$167K 0.07%
3,795
-54
137
$166K 0.07%
2,998
+4
138
$165K 0.07%
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-93
139
$163K 0.07%
5,217
140
$160K 0.07%
+2,357
141
$159K 0.07%
1,383
-1,319
142
$158K 0.07%
4,280
143
$158K 0.07%
4,891
+139
144
$155K 0.06%
1,834
-3,939
145
$154K 0.06%
1,766
146
$154K 0.06%
1,694
+132
147
$154K 0.06%
3,908
-326
148
$153K 0.06%
6,504
149
$152K 0.06%
562
150
$152K 0.06%
2,143
4 5
6
7 8