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
$313M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.7M
3
+$1.04M
4
PFS icon
Provident Financial Services
PFS
+$901K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$567K

Top Sells

1
+$1.04M
2
+$574K
3
+$544K
4
VTV icon
Vanguard Value ETF
VTV
+$296K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$208K

Sector Composition

1 Healthcare 13.44%
2 Technology 8.62%
3 Consumer Discretionary 5.24%
4 Communication Services 4.09%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62K 0.02%
2,069
252
$62K 0.02%
1,054
253
$61K 0.02%
2,174
-4,889
254
$61K 0.02%
500
255
$60K 0.02%
800
256
$58K 0.02%
1,958
-1,232
257
$58K 0.02%
160
258
$58K 0.02%
247
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259
$56K 0.02%
1,021
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260
$55K 0.02%
+865
261
$55K 0.02%
1,457
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262
$55K 0.02%
315
263
$54K 0.02%
180
264
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265
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266
$52K 0.02%
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267
$51K 0.02%
538
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269
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273
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1,188
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334
275
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+1,022
9 10
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