KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+4.47%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$212M
AUM Growth
+$8.06M
(+3.9%)
Cap. Flow
+$32.1K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
45.7%
Holding
556
New
20
Increased
94
Reduced
102
Closed
32
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$666K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$633K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$407K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$236K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$182K |
Top Sells
| 1 |
Mesa Laboratories
MLAB
|
+$815K |
| 2 |
iShares International Select Dividend ETF
IDV
|
+$250K |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$249K |
| 4 |
HAR
Harman International Industries
HAR
|
+$202K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$201K |
Sector Composition
| 1 | Healthcare | 11.73% |
| 2 | Consumer Staples | 7.39% |
| 3 | Technology | 4.79% |
| 4 | Energy | 4.61% |
| 5 | Industrials | 4.6% |
