KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+2.91%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$218M
AUM Growth
+$5.87M
(+2.8%)
Cap. Flow
+$310K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
46.51%
Holding
553
New
29
Increased
117
Reduced
91
Closed
35
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$691K |
| 2 |
Aflac
AFL
|
+$583K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$535K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$487K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$422K |
Top Sells
| 1 |
PNC Financial Services
PNC
|
+$1.13M |
| 2 |
Procter & Gamble
PG
|
+$720K |
| 3 |
PepsiCo
PEP
|
+$573K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$489K |
| 5 |
Altria Group
MO
|
+$387K |
Sector Composition
| 1 | Healthcare | 12.38% |
| 2 | Consumer Staples | 6.45% |
| 3 | Technology | 4.82% |
| 4 | Industrials | 4.58% |
| 5 | Financials | 4.32% |