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
101
$247K 0.14%
1,521
+384
102
$244K 0.14%
1,922
+368
103
$242K 0.13%
5,260
104
$241K 0.13%
900
105
$235K 0.13%
5,830
-1,203
106
$233K 0.13%
2,205
-110
107
$230K 0.13%
5,882
-1,744
108
$228K 0.13%
2,032
109
$227K 0.13%
8,406
+1,478
110
$212K 0.12%
2,623
-122
111
$208K 0.12%
6,606
-163
112
$207K 0.12%
7,175
+490
113
$205K 0.11%
4,713
+137
114
$199K 0.11%
3,143
-167
115
$194K 0.11%
3,438
116
$193K 0.11%
2,573
-144
117
$191K 0.11%
1,773
+178
118
$191K 0.11%
4,767
-92
119
$190K 0.11%
1,701
120
$185K 0.1%
3,576
+338
121
$183K 0.1%
1,838
+556
122
$183K 0.1%
3,107
+18
123
$182K 0.1%
2,363
+12
124
$182K 0.1%
5,628
+35
125
$177K 0.1%
7,208
+92
3 4
5
6 7