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
126
$176K 0.1%
1,592
-1,035
127
$176K 0.1%
2,909
-349
128
$174K 0.1%
1,504
+50
129
$173K 0.1%
1,926
+4
130
$164K 0.09%
792
-460
131
$164K 0.09%
16,080
+390
132
$163K 0.09%
3,578
-368
133
$162K 0.09%
11,964
+402
134
$160K 0.09%
9,645
+340
135
$159K 0.09%
4,573
-1,019
136
$159K 0.09%
11,739
+12
137
$154K 0.09%
3,897
-130
138
$152K 0.08%
3,639
-1,535
139
$152K 0.08%
3,845
-2,006
140
$151K 0.08%
2,975
-87
141
$151K 0.08%
1,818
142
$149K 0.08%
2,251
+355
143
$149K 0.08%
3,000
144
$147K 0.08%
5,462
145
$147K 0.08%
2,126
+598
146
$145K 0.08%
3,702
147
$143K 0.08%
3,890
+615
148
$142K 0.08%
2,310
-700
149
$142K 0.08%
+4,592
150
$141K 0.08%
953
4 5
6
7 8