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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$605K
3 +$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16K 0.01%
1,000
377
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236
378
$16K 0.01%
319
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384
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385
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524