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
401
$12K 0.01%
876
402
$12K 0.01%
505
403
$12K 0.01%
136
404
$12K 0.01%
406
405
$12K 0.01%
842
-150
406
$12K 0.01%
192
407
$12K 0.01%
314
+2
408
$11K 0.01%
144
409
$11K 0.01%
301
410
$11K 0.01%
250
411
$11K 0.01%
498
412
$11K 0.01%
250
413
$11K 0.01%
+824
414
$11K 0.01%
236
415
$11K 0.01%
245
416
$11K 0.01%
170
417
$11K 0.01%
673
418
$11K 0.01%
60
419
$10K 0.01%
208
420
$10K 0.01%
304
421
$10K 0.01%
8
422
$10K 0.01%
5,290
423
$10K 0.01%
505
424
$10K 0.01%
122
425
$10K 0.01%
+130