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
151
$160K 0.07%
4,694
+20
152
$158K 0.07%
2,928
+13
153
$156K 0.07%
1,324
+300
154
$156K 0.07%
1,535
155
$152K 0.06%
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156
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2,328
157
$150K 0.06%
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158
$148K 0.06%
623
159
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160
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161
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589
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162
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163
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164
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2,317
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166
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167
$143K 0.06%
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170
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171
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3,105
173
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174
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1,438
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175
$138K 0.06%
2,488
+103
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