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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$605K
3
+$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Top Sells

1
+$802K
2
+$802K
3
+$562K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$471K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$441K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.06%
1,921
177
$78K 0.06%
2,132
+158
178
$77K 0.06%
495
179
$77K 0.06%
934
180
$76K 0.06%
936
-1,053
181
$76K 0.06%
2,572
182
$74K 0.06%
1,110
+333
183
$74K 0.06%
463
184
$74K 0.06%
1,286
185
$74K 0.06%
528
186
$74K 0.06%
1,428
+263
187
$73K 0.06%
1,198
+1,116
188
$72K 0.06%
1,140
+443
189
$71K 0.06%
1,073
190
$71K 0.06%
777
191
$71K 0.06%
1,648
+1,572
192
$71K 0.06%
1,670
193
$69K 0.06%
2,222
+2
194
$69K 0.06%
1,432
-202
195
$68K 0.05%
2,654
+100
196
$66K 0.05%
245
+170
197
$65K 0.05%
3,571
-200
198
$64K 0.05%
2,614
+314
199
$63K 0.05%
550
200
$63K 0.05%
1,685
6 7
8
9 10