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

Top Sells

1 +$551K
2 +$367K
3 +$298K
4
FLG
Flagstar Bank National Association
FLG
+$266K
5
MRK icon
Merck
MRK
+$241K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.47%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$10K 0.01%
301
427
$10K 0.01%
345
428
$10K 0.01%
498
429
$10K 0.01%
122
430
$10K 0.01%
505
431
$10K 0.01%
133
432
$10K 0.01%
350
+150
433
$10K 0.01%
545
434
$10K 0.01%
312
435
$10K 0.01%
575
436
$10K 0.01%
544
437
$10K 0.01%
673
438
$9K 0.01%
86
439
$9K 0.01%
147
440
$9K 0.01%
505
441
$9K 0.01%
100
442
$9K 0.01%
152
443
$9K 0.01%
192
444
$9K 0.01%
236
445
$9K 0.01%
+333
446
$9K 0.01%
770
447
$9K 0.01%
306
-314
448
$9K 0.01%
640
449
$9K 0.01%
257
450
$9K 0.01%
304