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
476
$6K ﹤0.01%
+1,725
477
$6K ﹤0.01%
+87
478
$6K ﹤0.01%
2,261
479
$6K ﹤0.01%
130
480
$5K ﹤0.01%
76
481
$5K ﹤0.01%
100
482
$5K ﹤0.01%
424
483
$5K ﹤0.01%
103
484
$5K ﹤0.01%
1,510
485
$5K ﹤0.01%
4
486
$5K ﹤0.01%
125
487
$5K ﹤0.01%
142
488
$5K ﹤0.01%
67
489
$5K ﹤0.01%
225
490
$5K ﹤0.01%
110
491
$5K ﹤0.01%
116
492
$5K ﹤0.01%
144
493
$5K ﹤0.01%
270
494
$4K ﹤0.01%
75
495
$4K ﹤0.01%
+100
496
$4K ﹤0.01%
133
497
$4K ﹤0.01%
81
498
$4K ﹤0.01%
23
499
$4K ﹤0.01%
1,000
500
$4K ﹤0.01%
46