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
426
$10K 0.01%
1,000
427
$10K 0.01%
350
428
$10K 0.01%
575
429
$10K 0.01%
544
430
$10K 0.01%
+319
431
$9K 0.01%
86
432
$9K 0.01%
345
433
$9K 0.01%
1,282
434
$9K 0.01%
200
435
$9K 0.01%
231
436
$9K 0.01%
152
437
$9K 0.01%
130
438
$9K 0.01%
467
-320
439
$9K 0.01%
133
440
$9K 0.01%
770
441
$9K 0.01%
545
442
$9K 0.01%
640
443
$9K 0.01%
257
444
$8K 0.01%
375
445
$8K 0.01%
100
446
$8K 0.01%
368
447
$8K 0.01%
316
448
$8K 0.01%
140
449
$8K 0.01%
147
450
$8K 0.01%
125