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
176
$142K 0.05%
1,885
-66
177
$142K 0.05%
1,128
+50
178
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581
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179
$140K 0.04%
742
180
$140K 0.04%
813
181
$138K 0.04%
1,872
182
$138K 0.04%
688
+1
183
$137K 0.04%
+1,486
184
$134K 0.04%
1,270
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185
$131K 0.04%
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186
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7,428
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187
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188
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1,320
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189
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190
$126K 0.04%
4,310
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191
$125K 0.04%
3,685
192
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1,987
193
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194
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195
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1,536
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196
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4,065
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197
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800
198
$114K 0.04%
2,445
199
$113K 0.04%
1,430
+26
200
$108K 0.03%
1,840
+286
6 7
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