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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$605K
3 +$510K
4
MRK icon
Merck
MRK
+$469K
5
IXC icon
iShares Global Energy ETF
IXC
+$432K

Sector Composition

1 Healthcare 13.51%
2 Energy 9.03%
3 Technology 6.08%
4 Consumer Staples 5.97%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
100
477
$6K ﹤0.01%
121
478
$6K ﹤0.01%
158
479
$6K ﹤0.01%
187
480
$6K ﹤0.01%
192
481
$6K ﹤0.01%
8
+4
482
$6K ﹤0.01%
+130
483
$6K ﹤0.01%
1,500
484
$6K ﹤0.01%
290
485
$6K ﹤0.01%
200
486
$6K ﹤0.01%
450
487
$5K ﹤0.01%
600
488
$5K ﹤0.01%
424
+24
489
$5K ﹤0.01%
1,000
490
$5K ﹤0.01%
1,510
491
$5K ﹤0.01%
125
492
$5K ﹤0.01%
142
493
$5K ﹤0.01%
105
494
$5K ﹤0.01%
225
495
$5K ﹤0.01%
109
496
$5K ﹤0.01%
2,261
497
$5K ﹤0.01%
26
-4
498
$4K ﹤0.01%
75
499
$4K ﹤0.01%
170
500
$4K ﹤0.01%
132