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
$179M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.05M
3
+$1.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$766K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$702K

Top Sells

1
+$2.49M
2
+$935K
3
+$313K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$276K
5
FULT icon
Fulton Financial
FULT
+$199K

Sector Composition

1 Healthcare 12.36%
2 Consumer Staples 8.23%
3 Industrials 5.92%
4 Energy 5.35%
5 Technology 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.35%
8,177
+3
52
$625K 0.35%
4,486
+84
53
$596K 0.33%
6,939
-488
54
$592K 0.33%
18,296
+274
55
$577K 0.32%
5,765
+70
56
$567K 0.32%
14,860
57
$517K 0.29%
6,279
58
$491K 0.27%
8,599
-119
59
$488K 0.27%
17,132
+6,565
60
$475K 0.26%
29,910
+4,470
61
$470K 0.26%
7,420
-108
62
$464K 0.26%
3,693
-49
63
$461K 0.26%
8,472
+3,826
64
$454K 0.25%
5,224
-355
65
$447K 0.25%
3,468
+81
66
$445K 0.25%
6,963
-124
67
$430K 0.24%
10,580
+1,376
68
$410K 0.23%
2,515
69
$404K 0.23%
3,005
-456
70
$391K 0.22%
4,943
71
$389K 0.22%
1,892
-299
72
$385K 0.21%
4,839
-547
73
$383K 0.21%
23,616
+14,723
74
$382K 0.21%
4,872
75
$374K 0.21%
4,541
+2,327
1 2
3
4 5