KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Fund
S&P 500
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 +$196K
2 +$75.7K
3 +$48.1K

Top Sells

1 +$1.62M
2 +$354K
3 +$239K
4
MDT icon
Medtronic
MDT
+$177K
5
ACN icon
Accenture
ACN
+$151K

Sector Composition

1 Healthcare 12.08%
2 Technology 6.55%
3 Consumer Staples 4.44%
4 Communication Services 4.44%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$15K 0.01%
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91