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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$633K
3
+$407K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$236K
5
VV icon
Vanguard Large-Cap ETF
VV
+$182K

Top Sells

1
+$815K
2
+$250K
3
+$249K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$201K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.05%
2,891
177
$111K 0.05%
2,311
178
$110K 0.05%
2,229
179
$109K 0.05%
6,144
180
$109K 0.05%
+2,606
181
$108K 0.05%
985
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182
$107K 0.05%
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183
$103K 0.05%
+3,770
184
$102K 0.05%
265
185
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686
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186
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889
187
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188
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189
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190
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3,560
191
$94K 0.04%
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$92K 0.04%
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193
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194
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963
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195
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196
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197
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198
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199
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200
$85K 0.04%
497
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