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
151
$116K 0.08%
2,068
152
$116K 0.08%
9,238
153
$115K 0.08%
3,105
154
$115K 0.08%
3,131
155
$113K 0.08%
1,463
156
$112K 0.08%
1,062
157
$112K 0.08%
2,421
+1
158
$110K 0.08%
2,950
+15
159
$109K 0.08%
947
160
$109K 0.08%
1,622
161
$109K 0.08%
1,314
-346
162
$107K 0.08%
1,442
+75
163
$104K 0.08%
1,100
+285
164
$103K 0.07%
3,727
165
$103K 0.07%
1,286
166
$102K 0.07%
1,921
167
$99K 0.07%
4,068
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168
$98K 0.07%
3,619
169
$98K 0.07%
1,637
170
$97K 0.07%
1,791
+59
171
$97K 0.07%
550
172
$93K 0.07%
934
173
$93K 0.07%
8,835
174
$92K 0.07%
495
175
$91K 0.07%
718
5 6
7
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