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
576
$15K ﹤0.01%
366
577
$14.7K ﹤0.01%
51
+42
578
$14.7K ﹤0.01%
126
579
$14.7K ﹤0.01%
94
580
$14.7K ﹤0.01%
218
581
$14.6K ﹤0.01%
100
582
$14.5K ﹤0.01%
300
583
$14.2K ﹤0.01%
+383
584
$14.1K ﹤0.01%
70
585
$14.1K ﹤0.01%
1,500
586
$14K ﹤0.01%
+160
587
$13.7K ﹤0.01%
418
588
$13.7K ﹤0.01%
977
589
$13.3K ﹤0.01%
375
590
$13.3K ﹤0.01%
95
591
$13.2K ﹤0.01%
410
592
$13.2K ﹤0.01%
400
593
$13.1K ﹤0.01%
101
594
$13.1K ﹤0.01%
120
595
$12.9K ﹤0.01%
1,620
596
$12.8K ﹤0.01%
800
597
$12.5K ﹤0.01%
250
598
$12.2K ﹤0.01%
62
+59
599
$12.2K ﹤0.01%
125
600
$12.1K ﹤0.01%
+1,607