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
201
$65K 0.05%
1,489
202
$64K 0.05%
1,245
+234
203
$64K 0.05%
635
204
$64K 0.05%
2,428
-226
205
$64K 0.05%
1,804
+1,485
206
$63K 0.05%
1,452
207
$63K 0.05%
1,856
-613
208
$62K 0.05%
3,563
+352
209
$61K 0.04%
934
210
$61K 0.04%
2,020
+6
211
$60K 0.04%
773
212
$60K 0.04%
478
213
$59K 0.04%
1,275
214
$59K 0.04%
702
215
$59K 0.04%
977
216
$59K 0.04%
1,770
-3
217
$58K 0.04%
687
218
$57K 0.04%
1,544
-272
219
$57K 0.04%
2,053
220
$56K 0.04%
2,232
221
$56K 0.04%
1,706
-1,993
222
$55K 0.04%
912
223
$55K 0.04%
878
224
$55K 0.04%
1,629
225
$54K 0.04%
751
7 8
9
10 11