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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$96K 0.08%
+2,446
152
$94K 0.08%
+2,952
153
$93K 0.08%
+1,039
154
$93K 0.08%
+2,054
155
$92K 0.08%
+4,400
156
$88K 0.08%
+1,902
157
$88K 0.08%
+1,122
158
$87K 0.07%
+9,211
159
$84K 0.07%
+3,105
160
$82K 0.07%
+1,440
161
$81K 0.07%
+1,129
162
$81K 0.07%
+1,921
163
$80K 0.07%
+2,800
164
$80K 0.07%
+1,446
165
$79K 0.07%
+1,634
166
$78K 0.07%
+682
167
$78K 0.07%
+1,062
168
$78K 0.07%
+528
169
$77K 0.07%
+1,880
170
$76K 0.07%
+1,286
171
$74K 0.06%
+1,974
172
$74K 0.06%
+4,028
173
$73K 0.06%
+1,120
174
$73K 0.06%
+934
175
$71K 0.06%
+2,572
5 6
7
8 9