KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+7.85%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$434M
AUM Growth
+$46.7M
(+12%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
752
New
68
Increased
224
Reduced
87
Closed
15
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.19M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.81M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.18M |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$1.14M |
| 5 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
+$1.02M |
Top Sells
| 1 |
Alibaba
BABA
|
+$522K |
| 2 |
Amgen
AMGN
|
+$449K |
| 3 |
AT&T
T
|
+$417K |
| 4 |
Apple
AAPL
|
+$287K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$172K |
Sector Composition
| 1 | Healthcare | 11.56% |
| 2 | Technology | 8.75% |
| 3 | Consumer Discretionary | 4.62% |
| 4 | Industrials | 4.28% |
| 5 | Financials | 4.2% |
