KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+8.24%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$133M
AUM Growth
+$9.49M
(+7.7%)
Cap. Flow
-$14.3K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
38.3%
Holding
602
New
19
Increased
121
Reduced
86
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$747K |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$499K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$430K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
+$424K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$312K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$550K |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$359K |
| 3 |
LOJN
LO JACK CORP
LOJN
|
+$298K |
| 4 |
FLG
Flagstar Financial, Inc.
FLG
|
+$277K |
| 5 |
Merck
MRK
|
+$252K |
Sector Composition
| 1 | Healthcare | 13.75% |
| 2 | Energy | 9.29% |
| 3 | Technology | 6.48% |
| 4 | Industrials | 6.11% |
| 5 | Consumer Staples | 6.06% |
