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 4.44%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5K ﹤0.01%
213
502
$5K ﹤0.01%
50
503
$5K ﹤0.01%
62
504
$5K ﹤0.01%
38
505
$5K ﹤0.01%
125
506
$5K ﹤0.01%
106
507
$5K ﹤0.01%
168
508
$5K ﹤0.01%
92
509
$5K ﹤0.01%
198
510
$5K ﹤0.01%
49
511
$4K ﹤0.01%
47
512
$4K ﹤0.01%
125
513
$4K ﹤0.01%
87
514
$4K ﹤0.01%
36
515
$4K ﹤0.01%
200
516
$4K ﹤0.01%
181
517
$4K ﹤0.01%
207
518
$4K ﹤0.01%
20
519
$4K ﹤0.01%
126
520
$4K ﹤0.01%
119
521
$4K ﹤0.01%
107
522
$4K ﹤0.01%
850
523
$3K ﹤0.01%
455
524
$3K ﹤0.01%
60
525
$3K ﹤0.01%
123