KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
+21.15%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$282M
AUM Growth
-$453K
(-0.16%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
654
New
80
Increased
163
Reduced
107
Closed
54
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.86M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.8M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.78M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.64M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.34M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.59M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.06M |
| 3 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
+$1.58M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$665K |
| 5 |
AT&T
T
|
+$338K |
Sector Composition
| 1 | Healthcare | 13.59% |
| 2 | Technology | 8.28% |
| 3 | Consumer Discretionary | 4.87% |
| 4 | Communication Services | 4.34% |
| 5 | Consumer Staples | 4.2% |
