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
126
$241K 0.09%
8,230
127
$235K 0.08%
1,330
128
$232K 0.08%
2,041
-1,664
129
$230K 0.08%
5,958
130
$229K 0.08%
1,360
131
$225K 0.08%
5,974
132
$218K 0.08%
3,604
133
$217K 0.08%
2,673
134
$216K 0.08%
5,010
135
$213K 0.08%
2,520
136
$210K 0.07%
2,357
137
$206K 0.07%
6,689
138
$199K 0.07%
5,661
139
$193K 0.07%
3,506
140
$193K 0.07%
1,599
141
$185K 0.07%
1,489
142
$183K 0.06%
3,044
143
$183K 0.06%
2,034
144
$179K 0.06%
780
145
$176K 0.06%
2,410
146
$176K 0.06%
6,504
147
$174K 0.06%
1,457
148
$173K 0.06%
2,830
149
$172K 0.06%
1,707
150
$165K 0.06%
782
-782
4 5
6
7 8