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
$388M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 11.61%
2 Technology 8.5%
3 Consumer Discretionary 4.83%
4 Industrials 4.62%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$30K 0.01%
1,095
+1
402
$29K 0.01%
550
403
$29K 0.01%
1,339
404
$29K 0.01%
8,599
405
$29K 0.01%
2,000
406
$29K 0.01%
252
407
$29K 0.01%
1,000
408
$29K 0.01%
174
+74
409
$28K 0.01%
500
410
$28K 0.01%
1,056
411
$28K 0.01%
388
412
$28K 0.01%
445
413
$27K 0.01%
354
414
$27K 0.01%
235
415
$27K 0.01%
122
416
$27K 0.01%
319
+89
417
$26K 0.01%
816
418
$26K 0.01%
170
419
$26K 0.01%
83
420
$26K 0.01%
200
421
$26K 0.01%
279
422
$25K 0.01%
+535
423
$25K 0.01%
2,556
424
$25K 0.01%
1,249
+3
425
$25K 0.01%
604