KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
+7.3%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$242M
AUM Growth
+$16.3M
(+7.2%)
Cap. Flow
+$928K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
51.42%
Holding
600
New
20
Increased
113
Reduced
128
Closed
34
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$986K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$609K |
| 3 |
CVS Health
CVS
|
+$378K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$360K |
| 5 |
Verizon
VZ
|
+$242K |
Top Sells
| 1 |
Altria Group
MO
|
+$428K |
| 2 |
Nike
NKE
|
+$333K |
| 3 |
SPDR Gold Trust
GLD
|
+$202K |
| 4 |
Exxon Mobil
XOM
|
+$183K |
| 5 |
DCT
DCT Industrial Trust Inc.
DCT
|
+$154K |
Sector Composition
| 1 | Healthcare | 12.33% |
| 2 | Technology | 5.86% |
| 3 | Consumer Staples | 4.79% |
| 4 | Industrials | 4.12% |
| 5 | Financials | 4.08% |
