KTC
Kistler-Tiffany Companies Portfolio holdings
AUM $616M
1-Year Return
16.74%
This Quarter Return
-1.1%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$150M
AUM Growth
+$12.1M
(+8.8%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
9.49%
Top 10 Holdings %
Top 10 Hldgs %
40.99%
Holding
775
New
53
Increased
143
Reduced
70
Closed
131
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$2.49M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.64M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.4M |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$1.19M |
| 5 |
Provident Financial Services
PFS
|
+$950K |
Top Sells
| 1 |
Caterpillar
CAT
|
+$1.04M |
| 2 |
APU
AmeriGas Partners, L.P.
APU
|
+$166K |
| 3 |
Bank of Montreal
BMO
|
+$156K |
| 4 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
+$117K |
| 5 |
Boeing
BA
|
+$91K |
Sector Composition
| 1 | Healthcare | 13.53% |
| 2 | Energy | 9.01% |
| 3 | Consumer Staples | 6.36% |
| 4 | Technology | 5.67% |
| 5 | Financials | 5.1% |