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
$313M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.7M
3
+$1.04M
4
PFS icon
Provident Financial Services
PFS
+$901K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$567K

Top Sells

1
+$1.04M
2
+$574K
3
+$544K
4
VTV icon
Vanguard Value ETF
VTV
+$296K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$208K

Sector Composition

1 Healthcare 13.44%
2 Technology 8.62%
3 Consumer Discretionary 5.24%
4 Communication Services 4.09%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
1,244
+4
427
$15K ﹤0.01%
141
428
$15K ﹤0.01%
40
429
$15K ﹤0.01%
8,601
+241
430
$15K ﹤0.01%
+200
431
$15K ﹤0.01%
60
+53
432
$15K ﹤0.01%
147
433
$14K ﹤0.01%
2,000
434
$14K ﹤0.01%
721
435
$14K ﹤0.01%
18
436
$14K ﹤0.01%
+110
437
$14K ﹤0.01%
+101
438
$14K ﹤0.01%
2,000
439
$14K ﹤0.01%
200
440
$14K ﹤0.01%
515
-201
441
$14K ﹤0.01%
260
442
$14K ﹤0.01%
+1,900
443
$14K ﹤0.01%
1,000
444
$14K ﹤0.01%
1,121
445
$13K ﹤0.01%
+60
446
$13K ﹤0.01%
+816
447
$13K ﹤0.01%
116
448
$13K ﹤0.01%
10,118
449
$13K ﹤0.01%
+208
450
$13K ﹤0.01%
254
16 17
18
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