KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
-21.1%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$282M
AUM Growth
-$2.82M
(-0.99%)
Cap. Flow
-$2.92M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
579
New
–
Increased
3
Reduced
14
Closed
6
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$206K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$82.6K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$53.3K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$1.62M |
| 2 |
Essential Utilities
WTRG
|
+$354K |
| 3 |
Norwegian Cruise Line
NCLH
|
+$347K |
| 4 |
Medtronic
MDT
|
+$189K |
| 5 |
Accenture
ACN
|
+$165K |
Sector Composition
| 1 | Healthcare | 12.08% |
| 2 | Technology | 6.55% |
| 3 | Consumer Staples | 4.44% |
| 4 | Communication Services | 4.43% |
| 5 | Financials | 4.02% |
