KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
-6.32%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$167M
AUM Growth
+$576K
(+0.35%)
Cap. Flow
+$1.97M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
41.99%
Holding
656
New
23
Increased
146
Reduced
105
Closed
33
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.27M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$806K |
| 3 |
Procter & Gamble
PG
|
+$623K |
| 4 |
Exxon Mobil
XOM
|
+$378K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$368K |
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
+$1.08M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$742K |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$329K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$305K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$289K |
Sector Composition
| 1 | Healthcare | 12.97% |
| 2 | Consumer Staples | 7.5% |
| 3 | Technology | 5.92% |
| 4 | Financials | 5.77% |
| 5 | Energy | 5.75% |
