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
$313M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.7M
3
+$1.04M
4
PFS icon
Provident Financial Services
PFS
+$901K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$567K

Top Sells

1
+$1.04M
2
+$574K
3
+$544K
4
VTV icon
Vanguard Value ETF
VTV
+$296K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$208K

Sector Composition

1 Healthcare 13.44%
2 Technology 8.62%
3 Consumer Discretionary 5.24%
4 Communication Services 4.09%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$186K 0.06%
671
-230
152
$184K 0.06%
2,622
153
$183K 0.06%
809
-44
154
$183K 0.06%
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155
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156
$179K 0.06%
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157
$177K 0.06%
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158
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159
$173K 0.06%
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160
$170K 0.05%
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161
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162
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163
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164
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165
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166
$157K 0.05%
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167
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169
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170
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172
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173
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174
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1,133
175
$142K 0.05%
1,412
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