KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
+4.11%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$138M
AUM Growth
+$3.71M
(+2.8%)
Cap. Flow
-$1.32M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
39.86%
Holding
751
New
145
Increased
90
Reduced
89
Closed
17
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$435K |
| 2 |
iShares International Select Dividend ETF
IDV
|
+$263K |
| 3 |
CELG
Celgene Corp
CELG
|
+$184K |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
+$168K |
| 5 |
iShares Core High Dividend ETF
HDV
|
+$127K |
Top Sells
Sector Composition
| 1 | Healthcare | 13.8% |
| 2 | Energy | 9.44% |
| 3 | Technology | 6.59% |
| 4 | Consumer Staples | 6.08% |
| 5 | Industrials | 6.04% |