KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+8.94%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$285M
AUM Growth
+$21.3M
(+8.1%)
Cap. Flow
-$355K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
610
New
13
Increased
114
Reduced
109
Closed
31
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$4.03M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$756K |
| 3 |
Crown Holdings
CCK
|
+$618K |
| 4 |
Norwegian Cruise Line
NCLH
|
+$365K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$296K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.74M |
| 2 |
Apple
AAPL
|
+$440K |
| 3 |
CELG
Celgene Corp
CELG
|
+$399K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$392K |
| 5 |
Exxon Mobil
XOM
|
+$326K |
Sector Composition
| 1 | Healthcare | 12.02% |
| 2 | Technology | 6.57% |
| 3 | Communication Services | 4.42% |
| 4 | Consumer Staples | 4.41% |
| 5 | Financials | 3.99% |
