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
501
$25.1K 0.01%
250
502
$24.8K 0.01%
+3,803
503
$24.6K 0.01%
+150
504
$24.2K 0.01%
214
+150
505
$23.9K ﹤0.01%
252
506
$23.9K ﹤0.01%
474
507
$23.8K ﹤0.01%
768
508
$23.7K ﹤0.01%
526
-171
509
$23.7K ﹤0.01%
716
510
$23.6K ﹤0.01%
1,056
511
$23.6K ﹤0.01%
610
512
$23.5K ﹤0.01%
+540
513
$23.4K ﹤0.01%
88
+17
514
$23.4K ﹤0.01%
500
515
$23.4K ﹤0.01%
101
516
$23.3K ﹤0.01%
690
+4
517
$23.3K ﹤0.01%
221
518
$23.2K ﹤0.01%
366
+3
519
$23K ﹤0.01%
200
520
$22.7K ﹤0.01%
180
+165
521
$22.7K ﹤0.01%
479
522
$22.7K ﹤0.01%
270
523
$22.6K ﹤0.01%
493
524
$22.3K ﹤0.01%
101
525
$22.1K ﹤0.01%
155