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
351
$21K 0.01%
1,690
352
$21K 0.01%
457
353
$20K 0.01%
266
+3
354
$20K 0.01%
262
355
$20K 0.01%
500
356
$20K 0.01%
507
357
$20K 0.01%
500
358
$20K 0.01%
243
-74
359
$20K 0.01%
1,208
360
$19K 0.01%
753
361
$19K 0.01%
+2,000
362
$19K 0.01%
1,200
363
$19K 0.01%
575
364
$18K 0.01%
1,167
365
$18K 0.01%
113
+1
366
$18K 0.01%
1,392
+27
367
$18K 0.01%
700
368
$18K 0.01%
281
+1
369
$18K 0.01%
377
-98
370
$17K 0.01%
316
371
$17K 0.01%
200
372
$17K 0.01%
350
373
$17K 0.01%
255
-722
374
$17K 0.01%
1,049
-260
375
$16K 0.01%
460
13 14
15
16 17