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
$282M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$82.6K
3
+$53.3K

Top Sells

1
+$1.62M
2
+$354K
3
+$347K
4
MDT icon
Medtronic
MDT
+$189K
5
ACN icon
Accenture
ACN
+$165K

Sector Composition

1 Healthcare 12.08%
2 Technology 6.55%
3 Consumer Staples 4.44%
4 Communication Services 4.43%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K 0.01%
884
402
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403
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$15K 0.01%
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$14K 0.01%
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406
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407
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415
409
$13K ﹤0.01%
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410
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500
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412
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515
413
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1,069
414
$13K ﹤0.01%
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415
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331
416
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417
$12K ﹤0.01%
1,252
418
$12K ﹤0.01%
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419
$12K ﹤0.01%
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$12K ﹤0.01%
1,500
422
$12K ﹤0.01%
152
423
$11K ﹤0.01%
580
424
$11K ﹤0.01%
91
425
$11K ﹤0.01%
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