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
476
$5K ﹤0.01%
161
+69
477
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175
478
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162
+55
479
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157
-800
480
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239
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$5K ﹤0.01%
115
482
$4K ﹤0.01%
149
483
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106
484
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455
+222
485
$4K ﹤0.01%
116
+50
486
$4K ﹤0.01%
100
487
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48
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+38
489
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492
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112
+49
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473
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495
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30
+15
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$4K ﹤0.01%
90
497
$4K ﹤0.01%
552
+225
498
$4K ﹤0.01%
337
+176
499
$4K ﹤0.01%
150
500
$4K ﹤0.01%
130
+61