KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$1.02M
3 +$872K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$562K
5
VDE icon
Vanguard Energy ETF
VDE
+$329K

Sector Composition

1 Healthcare 14.61%
2 Energy 6.75%
3 Technology 5.73%
4 Financials 5.68%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-34
652
$0 ﹤0.01%
79