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
151
$165K 0.06%
500
152
$164K 0.06%
2,625
153
$159K 0.06%
2,526
154
$158K 0.06%
4,000
155
$153K 0.05%
3,853
156
$153K 0.05%
1,118
157
$152K 0.05%
785
158
$150K 0.05%
683
159
$149K 0.05%
3,298
160
$147K 0.05%
1,355
161
$143K 0.05%
1,133
162
$142K 0.05%
2,624
163
$140K 0.05%
7,217
164
$139K 0.05%
1,526
165
$139K 0.05%
3,685
166
$137K 0.05%
2,026
167
$136K 0.05%
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168
$135K 0.05%
984
169
$132K 0.05%
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170
$132K 0.05%
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171
$130K 0.05%
1,987
172
$129K 0.05%
2,900
173
$129K 0.05%
2,159
174
$128K 0.05%
2,169
175
$128K 0.05%
1,000
5 6
7
8 9