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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.02M
3
+$5.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.32M
5
WST icon
West Pharmaceutical
WST
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$56K 0.05%
+2,585
202
$56K 0.05%
+1,716
203
$55K 0.05%
+3,771
204
$54K 0.05%
+2,163
205
$53K 0.05%
+1,869
206
$52K 0.04%
+777
207
$51K 0.04%
+1,352
208
$51K 0.04%
+2,053
209
$50K 0.04%
+1,024
210
$49K 0.04%
+333
211
$49K 0.04%
+2,062
212
$49K 0.04%
+2,300
213
$49K 0.04%
+3,355
214
$48K 0.04%
+1,275
215
$48K 0.04%
+600
216
$48K 0.04%
+1,994
217
$48K 0.04%
+2,399
218
$47K 0.04%
+495
219
$47K 0.04%
+1,259
220
$47K 0.04%
+478
221
$46K 0.04%
+450
222
$46K 0.04%
+2,418
223
$46K 0.04%
+635
224
$46K 0.04%
+1,000
225
$46K 0.04%
+3,600
7 8
9
10 11