KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+5.8%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$182M
AUM Growth
+$14.6M
(+8.7%)
Cap. Flow
+$4.95M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
41.62%
Holding
669
New
45
Increased
145
Reduced
111
Closed
43
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
+$2.06M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.4M |
| 3 |
Vanguard Large-Cap ETF
VV
|
+$1.36M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.23M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$776K |
Top Sells
| 1 |
West Pharmaceutical
WST
|
+$2.05M |
| 2 |
iShares International Select Dividend ETF
IDV
|
+$1.23M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$624K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$565K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$315K |
Sector Composition
| 1 | Healthcare | 12.28% |
| 2 | Consumer Staples | 7.6% |
| 3 | Industrials | 5.67% |
| 4 | Financials | 5.5% |
| 5 | Technology | 5.4% |
