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
$133M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Sells

1 +$550K
2 +$359K
3 +$298K
4
FLG
Flagstar Bank National Association
FLG
+$277K
5
MRK icon
Merck
MRK
+$252K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.48%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$13K 0.01%
136
402
$13K 0.01%
233
403
$13K 0.01%
322
+2
404
$13K 0.01%
189
405
$13K 0.01%
60
406
$12K 0.01%
250
407
$12K 0.01%
337
408
$12K 0.01%
876
409
$12K 0.01%
329
+4
410
$12K 0.01%
1,000
411
$12K 0.01%
192
-44
412
$12K 0.01%
1,233
413
$12K 0.01%
456
414
$11K 0.01%
350
415
$11K 0.01%
208
416
$11K 0.01%
900
417
$11K 0.01%
144
418
$11K 0.01%
250
419
$11K 0.01%
227
420
$11K 0.01%
406
421
$11K 0.01%
+1,000
422
$11K 0.01%
245
423
$11K 0.01%
170
424
$11K 0.01%
2,261
425
$10K 0.01%
368