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
$388M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 11.61%
2 Technology 8.5%
3 Consumer Discretionary 4.83%
4 Industrials 4.62%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
70
527
$9K ﹤0.01%
70
-20
528
$9K ﹤0.01%
985
529
$9K ﹤0.01%
209
530
$9K ﹤0.01%
89
531
$9K ﹤0.01%
248
+1
532
$9K ﹤0.01%
240
533
$9K ﹤0.01%
202
534
$9K ﹤0.01%
248
535
$9K ﹤0.01%
114
536
$9K ﹤0.01%
1,500
537
$9K ﹤0.01%
48
538
$9K ﹤0.01%
400
539
$9K ﹤0.01%
106
-15
540
$8K ﹤0.01%
+50
541
$8K ﹤0.01%
76
542
$8K ﹤0.01%
39
543
$8K ﹤0.01%
84
544
$8K ﹤0.01%
195
545
$8K ﹤0.01%
55
546
$8K ﹤0.01%
772
547
$8K ﹤0.01%
29
548
$8K ﹤0.01%
90
549
$8K ﹤0.01%
19
550
$8K ﹤0.01%
371