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
176
$71K 0.06%
+463
177
$70K 0.06%
+1,915
178
$70K 0.06%
+769
179
$70K 0.06%
+4,774
180
$69K 0.06%
+1,073
181
$69K 0.06%
+1,180
182
$68K 0.06%
+1,670
183
$68K 0.06%
+2,590
184
$67K 0.06%
+1,192
185
$67K 0.06%
+3,088
186
$67K 0.06%
+777
187
$67K 0.06%
+1,685
188
$66K 0.06%
+1,089
189
$65K 0.06%
+78
190
$65K 0.06%
+1,486
191
$64K 0.05%
+2,220
192
$60K 0.05%
+2,554
193
$60K 0.05%
+550
194
$59K 0.05%
+6,016
195
$59K 0.05%
+1,456
196
$59K 0.05%
+1,165
197
$58K 0.05%
+1,173
198
$58K 0.05%
+750
199
$57K 0.05%
+1,494
200
$57K 0.05%
+834
6 7
8
9 10