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
$203M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$934K
3
+$891K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$644K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$635K

Top Sells

1
+$436K
2
+$374K
3
+$343K
4
AGN
Allergan plc
AGN
+$225K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$213K

Sector Composition

1 Healthcare 11.93%
2 Consumer Staples 7.51%
3 Technology 5.32%
4 Energy 5.09%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$112K 0.06%
2,693
-500
177
$112K 0.06%
2,437
+302
178
$112K 0.06%
2,311
-1,034
179
$111K 0.05%
1,699
180
$111K 0.05%
1,571
-113
181
$109K 0.05%
2,283
-105
182
$108K 0.05%
1,640
-169
183
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2,585
-405
184
$107K 0.05%
4,638
+1
185
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1,482
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186
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643
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187
$106K 0.05%
879
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188
$105K 0.05%
6,110
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189
$103K 0.05%
497
190
$101K 0.05%
2,229
191
$100K 0.05%
6,144
192
$99K 0.05%
1,888
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193
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194
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195
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196
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197
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2,900
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198
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1,638
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199
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889
-244
200
$94K 0.05%
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