KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
This Quarter Return
+5.75%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$616M
AUM Growth
+$616M
(+17%)
Cap. Flow
+$62M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
36.53%
Holding
913
New
120
Increased
239
Reduced
176
Closed
15
Top Buys
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$3.18M |
| 2 |
SPDR Gold Trust
GLD
|
$3.1M |
| 3 |
Broadcom
AVGO
|
$3.03M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.63M |
| 5 |
Lockheed Martin
LMT
|
$2.29M |
Top Sells
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Healthcare | 8.44% |
| 3 | Consumer Staples | 4.64% |
| 4 | Industrials | 4.25% |
| 5 | Financials | 4.02% |
