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
351
$21K 0.01%
75
352
$21K 0.01%
184
353
$21K 0.01%
2,740
354
$21K 0.01%
152
355
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203
356
$21K 0.01%
1,160
357
$21K 0.01%
1,413
358
$21K 0.01%
6,268
359
$21K 0.01%
200
360
$21K 0.01%
500
361
$20K 0.01%
179
362
$20K 0.01%
1,568
363
$20K 0.01%
1,970
364
$20K 0.01%
333
365
$20K 0.01%
401
366
$19K 0.01%
1,121
367
$19K 0.01%
145
368
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200
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369
$19K 0.01%
633
370
$18K 0.01%
223
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596
373
$18K 0.01%
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374
$18K 0.01%
403
375
$18K 0.01%
83
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