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
201
$80K 0.04%
9,207
202
$78K 0.04%
2,794
+146
203
$78K 0.04%
2,049
+15
204
$77K 0.04%
1,900
205
$75K 0.04%
2,668
-166
206
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1,381
-118
207
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2,447
-163
208
$74K 0.04%
857
209
$74K 0.04%
800
210
$74K 0.04%
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211
$73K 0.04%
777
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212
$72K 0.04%
762
213
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33,715
214
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2,011
215
$68K 0.04%
500
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216
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1,002
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217
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1,629
218
$65K 0.04%
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219
$64K 0.04%
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220
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562
221
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1,000
222
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2,348
223
$62K 0.03%
462
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224
$62K 0.03%
14,727
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225
$61K 0.03%
739
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9
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