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
551
$7K ﹤0.01%
194
552
$7K ﹤0.01%
103
553
$7K ﹤0.01%
20
554
$7K ﹤0.01%
279
555
$7K ﹤0.01%
212
556
$7K ﹤0.01%
50
557
$7K ﹤0.01%
100
558
$6K ﹤0.01%
160
559
$6K ﹤0.01%
145
560
$6K ﹤0.01%
271
-477
561
$6K ﹤0.01%
38
562
$6K ﹤0.01%
136
563
$6K ﹤0.01%
47
564
$6K ﹤0.01%
189
565
$6K ﹤0.01%
310
566
$6K ﹤0.01%
181
567
$6K ﹤0.01%
610
568
$6K ﹤0.01%
551
569
$5K ﹤0.01%
36
570
$5K ﹤0.01%
62
571
$5K ﹤0.01%
376
572
$5K ﹤0.01%
125
573
$5K ﹤0.01%
455
574
$5K ﹤0.01%
89
575
$5K ﹤0.01%
168