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
326
$27K 0.01%
1,000
327
$27K 0.01%
4,600
328
$27K 0.01%
319
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$26K 0.01%
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331
$26K 0.01%
235
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$26K 0.01%
81
333
$25K 0.01%
314
334
$25K 0.01%
500
335
$25K 0.01%
350
336
$25K 0.01%
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337
$25K 0.01%
100
338
$24K 0.01%
2,000
339
$24K 0.01%
2,000
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340
$24K 0.01%
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341
$24K 0.01%
909
342
$23K 0.01%
596
343
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344
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$22K 0.01%
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$22K 0.01%
300
12 13
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