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
251
$53K 0.02%
2,349
252
$52K 0.02%
500
253
$52K 0.02%
597
254
$51K 0.02%
898
255
$50K 0.02%
1,095
256
$50K 0.02%
536
257
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400
259
$50K 0.02%
229
260
$48K 0.02%
951
261
$47K 0.02%
800
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$47K 0.02%
665
263
$46K 0.02%
742
264
$46K 0.02%
241
265
$46K 0.02%
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$45K 0.02%
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$44K 0.02%
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269
$44K 0.02%
264
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$43K 0.02%
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$43K 0.02%
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272
$42K 0.01%
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$42K 0.01%
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274
$42K 0.01%
293
275
$41K 0.01%
163
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