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
51
$1.01M 0.36%
3,108
52
$973K 0.34%
6,094
53
$935K 0.33%
14,562
54
$917K 0.32%
6,719
55
$851K 0.3%
17,738
56
$823K 0.29%
2,801
57
$743K 0.26%
8,392
58
$710K 0.25%
15,971
59
$706K 0.25%
8,834
60
$706K 0.25%
3,440
61
$690K 0.24%
8,113
62
$671K 0.24%
3,073
63
$663K 0.23%
4,549
64
$657K 0.23%
2,201
65
$656K 0.23%
3,960
66
$633K 0.22%
9,460
67
$629K 0.22%
3,524
68
$620K 0.22%
4,839
69
$610K 0.22%
3,749
70
$593K 0.21%
4,153
71
$577K 0.2%
3,041
72
$563K 0.2%
37,664
73
$558K 0.2%
7,319
74
$545K 0.19%
2,546
75
$539K 0.19%
17,070
1 2
3
4 5