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
76
$372K 0.21%
2,360
+3
77
$366K 0.2%
3,206
78
$356K 0.2%
6,449
-860
79
$352K 0.2%
4,775
+103
80
$344K 0.19%
10,809
81
$342K 0.19%
3,113
+244
82
$338K 0.19%
6,611
+7
83
$328K 0.18%
3,567
+847
84
$324K 0.18%
6,142
85
$323K 0.18%
21,963
+16,448
86
$319K 0.18%
2,402
+427
87
$307K 0.17%
6,372
+248
88
$306K 0.17%
7,310
-95
89
$304K 0.17%
2,668
90
$297K 0.17%
21,040
91
$290K 0.16%
9,480
+150
92
$286K 0.16%
11,181
-35
93
$280K 0.16%
6,850
+150
94
$276K 0.15%
6,757
+703
95
$274K 0.15%
11,340
96
$273K 0.15%
6,166
+2
97
$271K 0.15%
6,288
+415
98
$261K 0.15%
3,322
-856
99
$256K 0.14%
6,860
+280
100
$252K 0.14%
7,978
+5,958
2 3
4
5 6