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
$282M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$82.6K
3
+$53.3K

Top Sells

1
+$1.62M
2
+$354K
3
+$347K
4
MDT icon
Medtronic
MDT
+$189K
5
ACN icon
Accenture
ACN
+$165K

Sector Composition

1 Healthcare 12.08%
2 Technology 6.55%
3 Consumer Staples 4.44%
4 Communication Services 4.43%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.73%
9,085
27
$1.99M 0.71%
11,337
28
$1.98M 0.7%
21,380
29
$1.97M 0.7%
15,798
30
$1.94M 0.69%
25,420
31
$1.9M 0.67%
94,914
32
$1.81M 0.64%
15,658
33
$1.73M 0.61%
46,491
34
$1.73M 0.61%
11,418
35
$1.67M 0.59%
13,829
36
$1.52M 0.54%
7,458
37
$1.46M 0.52%
32,484
38
$1.41M 0.5%
14,350
39
$1.34M 0.48%
4,570
40
$1.31M 0.46%
21,278
41
$1.26M 0.45%
17,432
42
$1.2M 0.42%
6,566
43
$1.17M 0.41%
11,478
44
$1.16M 0.41%
20,977
45
$1.12M 0.4%
18,704
46
$1.08M 0.38%
8,437
47
$1.05M 0.37%
4,014
48
$1.04M 0.37%
7,052
49
$1.04M 0.37%
20,761
50
$1.03M 0.36%
19,412
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