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
$282M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$82.6K
3
+$53.3K

Top Sells

1
+$1.62M
2
+$354K
3
+$347K
4
MDT icon
Medtronic
MDT
+$189K
5
ACN icon
Accenture
ACN
+$165K

Sector Composition

1 Healthcare 12.08%
2 Technology 6.55%
3 Consumer Staples 4.44%
4 Communication Services 4.43%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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374
227
$70K 0.02%
571
228
$69K 0.02%
1,135
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$69K 0.02%
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230
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231
$68K 0.02%
1,415
232
$68K 0.02%
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233
$67K 0.02%
587
234
$66K 0.02%
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235
$65K 0.02%
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236
$64K 0.02%
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237
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238
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239
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244
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250
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622
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