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
176
$88K 0.06%
9,271
+187
177
$87K 0.06%
2,317
+11
178
$87K 0.06%
1,670
179
$85K 0.06%
2,116
+162
180
$83K 0.06%
497
-31
181
$82K 0.06%
1,010
182
$81K 0.06%
977
183
$80K 0.06%
250
184
$80K 0.06%
+974
185
$79K 0.06%
463
186
$79K 0.06%
550
187
$78K 0.06%
2,840
+14
188
$77K 0.06%
1,721
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189
$75K 0.05%
1,432
190
$74K 0.05%
6,144
191
$73K 0.05%
1,470
192
$73K 0.05%
1,613
+790
193
$72K 0.05%
755
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194
$72K 0.05%
1,528
195
$72K 0.05%
2,400
196
$71K 0.05%
1,002
197
$70K 0.05%
938
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198
$69K 0.05%
1,624
199
$67K 0.05%
680
-552
200
$66K 0.05%
1,000
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