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
$134M
AUM Growth
+$725K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.9%
2 Energy 8.92%
3 Technology 6.62%
4 Industrials 5.97%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15K 0.01%
+143
377
$15K 0.01%
275
-124
378
$14K 0.01%
237
379
$14K 0.01%
525
380
$14K 0.01%
1,026
381
$14K 0.01%
1,000
382
$14K 0.01%
+300
383
$14K 0.01%
524
384
$14K 0.01%
170
385
$14K 0.01%
233
386
$14K 0.01%
456
387
$13K 0.01%
563
388
$13K 0.01%
136
-145
389
$13K 0.01%
262
390
$13K 0.01%
183
391
$13K 0.01%
300
392
$13K 0.01%
329
393
$13K 0.01%
300
394
$13K 0.01%
1,000
395
$13K 0.01%
323
+1
396
$13K 0.01%
700
+280
397
$12K 0.01%
900
398
$12K 0.01%
275
399
$12K 0.01%
350
400
$12K 0.01%
337