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
$253M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Sells

1 +$1.11M
2 +$605K
3 +$422K
4
AON icon
Aon
AON
+$393K
5
GE icon
GE Aerospace
GE
+$326K

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 5.85%
3 Financials 5.14%
4 Technology 4.75%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7K ﹤0.01%
125
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$7K ﹤0.01%
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$6K ﹤0.01%
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26
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1,000
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$5K ﹤0.01%
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$5K ﹤0.01%
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+57
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$5K ﹤0.01%
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$5K ﹤0.01%
71
+32