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
326
$27K 0.02%
700
327
$26K 0.01%
437
328
$26K 0.01%
600
329
$25K 0.01%
829
330
$25K 0.01%
1,704
331
$25K 0.01%
908
+10
332
$25K 0.01%
245
333
$24K 0.01%
1,135
334
$24K 0.01%
750
335
$24K 0.01%
267
336
$24K 0.01%
300
337
$24K 0.01%
1,475
-888
338
$24K 0.01%
500
339
$23K 0.01%
213
+1
340
$23K 0.01%
504
341
$23K 0.01%
269
-584
342
$23K 0.01%
1,190
343
$23K 0.01%
489
344
$22K 0.01%
1,534
-151
345
$22K 0.01%
925
346
$22K 0.01%
250
+75
347
$22K 0.01%
300
348
$22K 0.01%
461
349
$22K 0.01%
1,284
+7
350
$21K 0.01%
1,800
12 13
14
15 16