KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
+0.84%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$157M
AUM Growth
+$4.16M
(+2.7%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
653
New
32
Increased
123
Reduced
72
Closed
46
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.59M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.02M |
| 3 |
iShares International Select Dividend ETF
IDV
|
+$872K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$562K |
| 5 |
Vanguard Energy ETF
VDE
|
+$329K |
Top Sells
| 1 |
Coca-Cola
KO
|
+$765K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$485K |
| 3 |
Exelon
EXC
|
+$381K |
| 4 |
iShares Global Healthcare ETF
IXJ
|
+$350K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$283K |
Sector Composition
| 1 | Healthcare | 14.61% |
| 2 | Energy | 6.75% |
| 3 | Technology | 5.73% |
| 4 | Financials | 5.68% |
| 5 | Industrials | 5.38% |
