KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+5.08%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$124M
AUM Growth
+$7.14M
(+6.1%)
Cap. Flow
+$1.96M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
35.92%
Holding
623
New
18
Increased
153
Reduced
77
Closed
40
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.22M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$605K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
+$510K |
| 4 |
Merck
MRK
|
+$469K |
| 5 |
iShares Global Energy ETF
IXC
|
+$432K |
Top Sells
Sector Composition
| 1 | Healthcare | 13.51% |
| 2 | Energy | 9.03% |
| 3 | Technology | 6.08% |
| 4 | Consumer Staples | 5.97% |
| 5 | Industrials | 5.9% |
