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
301
$32K 0.02%
1,420
+6
302
$32K 0.02%
3,204
303
$32K 0.02%
2,330
304
$32K 0.02%
2,194
305
$32K 0.02%
1,410
306
$32K 0.02%
876
307
$31K 0.02%
330
308
$31K 0.02%
423
309
$31K 0.02%
765
310
$30K 0.02%
2,455
311
$30K 0.02%
1,050
312
$30K 0.02%
320
313
$30K 0.02%
2,020
314
$29K 0.02%
1,030
-477
315
$29K 0.02%
1,000
316
$29K 0.02%
150
317
$29K 0.02%
646
318
$29K 0.02%
1,145
319
$29K 0.02%
3,000
320
$28K 0.02%
721
321
$28K 0.02%
880
322
$27K 0.02%
1,300
323
$27K 0.02%
364
324
$27K 0.02%
490
325
$27K 0.02%
2,428
11 12
13
14 15