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
$179M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.05M
3
+$1.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$766K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$702K

Top Sells

1
+$2.49M
2
+$935K
3
+$313K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$276K
5
FULT icon
Fulton Financial
FULT
+$199K

Sector Composition

1 Healthcare 12.36%
2 Consumer Staples 8.23%
3 Industrials 5.92%
4 Energy 5.35%
5 Technology 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.03%
1,028
252
$47K 0.03%
1,600
-240
253
$47K 0.03%
523
+215
254
$46K 0.03%
966
+72
255
$46K 0.03%
2,000
256
$45K 0.03%
1,285
-140
257
$45K 0.03%
374
258
$45K 0.03%
1,978
259
$45K 0.03%
892
260
$44K 0.02%
544
261
$43K 0.02%
2,400
262
$42K 0.02%
898
-70
263
$42K 0.02%
278
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264
$42K 0.02%
638
265
$41K 0.02%
1,161
+1
266
$41K 0.02%
525
267
$41K 0.02%
840
-180
268
$41K 0.02%
4,051
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269
$40K 0.02%
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270
$40K 0.02%
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271
$39K 0.02%
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272
$39K 0.02%
1,649
273
$39K 0.02%
1,163
274
$38K 0.02%
306
+1
275
$38K 0.02%
428
9 10
11
12 13