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
201
$83K 0.04%
1,113
+146
202
$82K 0.04%
4,165
+21
203
$80K 0.04%
464
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204
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1,264
205
$80K 0.04%
1,077
-256
206
$79K 0.04%
762
207
$78K 0.04%
749
208
$76K 0.04%
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209
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210
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211
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212
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213
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214
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215
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400
216
$73K 0.03%
777
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217
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1,318
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218
$71K 0.03%
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219
$70K 0.03%
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220
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221
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222
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223
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881
224
$67K 0.03%
2,102
-188
225
$66K 0.03%
300
-13
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9
10 11