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
$486M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 9.71%
2 Technology 7.3%
3 Financials 4.55%
4 Industrials 3.86%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$30.6K 0.01%
+221
477
$30.5K 0.01%
237
+10
478
$30.4K 0.01%
+235
479
$30.4K 0.01%
852
480
$30.3K 0.01%
3,786
-7,950
481
$30.1K 0.01%
+684
482
$30.1K 0.01%
350
483
$29.6K 0.01%
683
484
$29.4K 0.01%
205
485
$29.2K 0.01%
75
+55
486
$29.1K 0.01%
321
487
$28.8K 0.01%
1,500
488
$28.7K 0.01%
115
489
$28K 0.01%
1,601
490
$27.9K 0.01%
436
491
$26.8K 0.01%
553
+420
492
$26.5K 0.01%
756
493
$26.3K 0.01%
1,533
-900
494
$26.3K 0.01%
438
495
$26.1K 0.01%
1,000
496
$26K 0.01%
150
497
$26K 0.01%
11,805
498
$25.7K 0.01%
658
+2
499
$25.5K 0.01%
1,260
500
$25.3K 0.01%
1,398