KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+0.17%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.41%
Holding
605
New
605
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$8.18M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
+$6.02M |
| 3 |
Exxon Mobil
XOM
|
+$5.03M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.32M |
| 5 |
West Pharmaceutical
WST
|
+$3.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.61% |
| 2 | Energy | 9.22% |
| 3 | Consumer Staples | 6.18% |
| 4 | Industrials | 5.66% |
| 5 | Technology | 5.65% |
