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
451
$13K ﹤0.01%
100
-150
452
$13K ﹤0.01%
116
+10
453
$13K ﹤0.01%
331
454
$13K ﹤0.01%
500
455
$12K ﹤0.01%
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457
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458
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459
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+20
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$12K ﹤0.01%
335
461
$11K ﹤0.01%
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$11K ﹤0.01%
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463
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+1
464
$11K ﹤0.01%
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$11K ﹤0.01%
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466
$11K ﹤0.01%
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467
$11K ﹤0.01%
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468
$11K ﹤0.01%
111
469
$11K ﹤0.01%
84
470
$10K ﹤0.01%
815
471
$10K ﹤0.01%
+118
472
$10K ﹤0.01%
145
-255
473
$10K ﹤0.01%
+148
474
$10K ﹤0.01%
202
475
$10K ﹤0.01%
1,745
17 18
19
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