KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
+3.44%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$239M
AUM Growth
+$21.1M
(+9.7%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
48.03%
Holding
592
New
75
Increased
146
Reduced
75
Closed
23
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$4.16M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.17M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.99M |
| 4 |
Provident Financial Services
PFS
|
+$1.66M |
| 5 |
Essential Utilities
WTRG
|
+$1.34M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.36M |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$1.62M |
| 3 |
Mesa Laboratories
MLAB
|
+$1.32M |
| 4 |
Vanguard Financials ETF
VFH
|
+$940K |
| 5 |
West Pharmaceutical
WST
|
+$746K |
Sector Composition
| 1 | Healthcare | 11.71% |
| 2 | Consumer Staples | 5.72% |
| 3 | Financials | 5.26% |
| 4 | Industrials | 4.56% |
| 5 | Technology | 4.51% |
