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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.17M
3
+$1.99M
4
PFS icon
Provident Financial Services
PFS
+$1.66M
5
WTRG icon
Essential Utilities
WTRG
+$1.34M

Top Sells

1
+$2.36M
2
+$1.62M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$940K
5
WST icon
West Pharmaceutical
WST
+$746K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$135K 0.06%
885
+2
177
$134K 0.06%
2,311
178
$131K 0.05%
2,576
+81
179
$131K 0.05%
1,766
180
$130K 0.05%
6,144
181
$129K 0.05%
2,013
+1,684
182
$123K 0.05%
275
+10
183
$123K 0.05%
2,466
-922
184
$122K 0.05%
2,900
185
$119K 0.05%
+2,160
186
$119K 0.05%
8,000
+6,000
187
$118K 0.05%
2,543
-141
188
$116K 0.05%
2,624
189
$114K 0.05%
1,543
+6
190
$112K 0.05%
1,453
+375
191
$112K 0.05%
6,102
+2,101
192
$109K 0.05%
3,770
193
$108K 0.05%
2,891
194
$107K 0.04%
1,812
195
$107K 0.04%
2,442
+2,362
196
$102K 0.04%
+1,278
197
$102K 0.04%
1,022
+167
198
$102K 0.04%
1,317
-325
199
$101K 0.04%
665
200
$100K 0.04%
717
+430
6 7
8
9 10