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
276
$41K 0.01%
1,200
277
$40K 0.01%
425
278
$40K 0.01%
971
279
$40K 0.01%
288
280
$40K 0.01%
646
281
$40K 0.01%
241
282
$39K 0.01%
420
283
$39K 0.01%
500
284
$38K 0.01%
499
285
$38K 0.01%
1,500
286
$38K 0.01%
721
287
$37K 0.01%
968
288
$36K 0.01%
759
289
$36K 0.01%
744
290
$36K 0.01%
400
291
$36K 0.01%
245
292
$35K 0.01%
119
293
$35K 0.01%
325
294
$35K 0.01%
212
295
$34K 0.01%
980
296
$34K 0.01%
2,362
297
$34K 0.01%
613
298
$34K 0.01%
1,000
299
$33K 0.01%
392
300
$32K 0.01%
1,309
10 11
12
13 14