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 4.43%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
90
527
$3K ﹤0.01%
35
528
$3K ﹤0.01%
115
529
$3K ﹤0.01%
120
530
$3K ﹤0.01%
21
531
$3K ﹤0.01%
115
532
$3K ﹤0.01%
919
-919
533
$3K ﹤0.01%
315
534
$3K ﹤0.01%
100
535
$3K ﹤0.01%
80
536
$3K ﹤0.01%
277
537
$3K ﹤0.01%
111
538
$2K ﹤0.01%
38
539
$2K ﹤0.01%
16
540
$2K ﹤0.01%
50
541
$2K ﹤0.01%
30
542
$2K ﹤0.01%
28
543
$2K ﹤0.01%
62
544
$2K ﹤0.01%
36
545
$2K ﹤0.01%
300
546
$2K ﹤0.01%
27
547
$1K ﹤0.01%
300
548
$1K ﹤0.01%
38
549
$1K ﹤0.01%
25
550
$1K ﹤0.01%
11
20 21
22
23 24