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
$179M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.05M
3
+$1.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$766K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$702K

Top Sells

1
+$2.49M
2
+$935K
3
+$313K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$276K
5
FULT icon
Fulton Financial
FULT
+$199K

Sector Composition

1 Healthcare 12.36%
2 Consumer Staples 8.23%
3 Industrials 5.92%
4 Energy 5.35%
5 Technology 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
110
502
$3K ﹤0.01%
26
503
$3K ﹤0.01%
100
504
$2K ﹤0.01%
120
505
$2K ﹤0.01%
111
506
$2K ﹤0.01%
65
507
$2K ﹤0.01%
108
508
$2K ﹤0.01%
125
509
$2K ﹤0.01%
217
-136
510
$2K ﹤0.01%
126
-79
511
$2K ﹤0.01%
46
512
$2K ﹤0.01%
30
513
$2K ﹤0.01%
100
514
$2K ﹤0.01%
129
515
$2K ﹤0.01%
37
516
$2K ﹤0.01%
60
517
$2K ﹤0.01%
46
518
$2K ﹤0.01%
50
519
$2K ﹤0.01%
100
520
$2K ﹤0.01%
1,000
521
$2K ﹤0.01%
80
522
$2K ﹤0.01%
1,093
523
$2K ﹤0.01%
2
524
$2K ﹤0.01%
175
525
$2K ﹤0.01%
86
19 20
21
22 23