KTC
Kistler-Tiffany Companies Portfolio holdings
AUM
$616M
1-Year Return
16.74%
This Quarter Return
+5.09%
1 Year Return
+16.74%
3 Year Return
+52.01%
5 Year Return
+74.43%
10 Year Return
+182.38%
AUM
$253M
AUM Growth
+$14M
(+5.8%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
47.78%
Holding
598
New
29
Increased
159
Reduced
84
Closed
22
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$899K |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$814K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$745K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$524K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$482K |
Top Sells
| 1 |
West Pharmaceutical
WST
|
+$1.11M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$605K |
| 3 |
Exxon Mobil
XOM
|
+$422K |
| 4 |
Aon
AON
|
+$393K |
| 5 |
GE Aerospace
GE
|
+$326K |
Sector Composition
| 1 | Healthcare | 10.73% |
| 2 | Consumer Staples | 5.85% |
| 3 | Financials | 5.14% |
| 4 | Technology | 4.75% |
| 5 | Industrials | 4.36% |
