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
$203M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Sells

1 +$436K
2 +$374K
3 +$343K
4
AGN
Allergan plc
AGN
+$225K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$213K

Sector Composition

1 Healthcare 11.93%
2 Consumer Staples 7.51%
3 Technology 5.32%
4 Energy 5.09%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K ﹤0.01%
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