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
151
$149K 0.07%
2,035
+165
152
$146K 0.07%
2,056
153
$145K 0.07%
5,238
-1,800
154
$141K 0.07%
4,690
-84
155
$141K 0.07%
2,629
156
$140K 0.07%
3,619
157
$139K 0.07%
4,116
158
$138K 0.07%
2,385
159
$138K 0.07%
8,757
+6
160
$137K 0.06%
550
161
$136K 0.06%
2,028
+335
162
$131K 0.06%
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163
$131K 0.06%
2,495
164
$131K 0.06%
33,715
165
$129K 0.06%
1,734
166
$129K 0.06%
2,330
-1,870
167
$126K 0.06%
1,699
168
$124K 0.06%
799
169
$123K 0.06%
1,523
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170
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881
171
$119K 0.06%
2,684
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172
$117K 0.06%
3,105
173
$115K 0.05%
1,019
+100
174
$115K 0.05%
2,900
175
$113K 0.05%
1,030
5 6
7
8 9