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
176
$127K 0.05%
1,247
177
$122K 0.04%
2,165
178
$121K 0.04%
2,006
179
$120K 0.04%
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180
$119K 0.04%
4,018
181
$118K 0.04%
800
182
$117K 0.04%
1,832
183
$117K 0.04%
781
-711
184
$115K 0.04%
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185
$115K 0.04%
813
186
$114K 0.04%
227
187
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300
188
$108K 0.04%
1,336
189
$105K 0.04%
397
190
$105K 0.04%
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191
$105K 0.04%
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192
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953
193
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1,225
194
$95K 0.03%
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195
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196
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197
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198
$93K 0.03%
2,891
199
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200
$91K 0.03%
1,403
6 7
8
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