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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$227K
3
+$141K
4
CMCSA icon
Comcast
CMCSA
+$123K
5
T icon
AT&T
T
+$120K

Top Sells

1
+$3.53M
2
+$1.59M
3
+$1.58M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.46M
5
WTRG icon
Essential Utilities
WTRG
+$1.45M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$82K 0.04%
749
202
$81K 0.04%
520
+10
203
$81K 0.04%
3,671
-4
204
$80K 0.04%
300
205
$80K 0.04%
593
-1,650
206
$79K 0.04%
1,900
207
$78K 0.03%
995
+5
208
$77K 0.03%
1,774
+63
209
$75K 0.03%
802
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210
$74K 0.03%
800
211
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840
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212
$70K 0.03%
519
213
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862
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214
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300
215
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628
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216
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327
217
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218
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219
$64K 0.03%
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220
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221
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222
$64K 0.03%
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223
$63K 0.03%
527
224
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324
225
$62K 0.03%
1,306
+306
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9
10 11