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
201
$89K 0.03%
520
202
$88K 0.03%
792
203
$87K 0.03%
537
204
$86K 0.03%
1,251
205
$85K 0.03%
1,000
206
$85K 0.03%
2,111
207
$84K 0.03%
493
208
$84K 0.03%
934
209
$83K 0.03%
2,088
210
$82K 0.03%
535
211
$80K 0.03%
459
212
$80K 0.03%
1,774
213
$80K 0.03%
8,627
214
$80K 0.03%
1,340
215
$80K 0.03%
1,054
216
$79K 0.03%
185
217
$78K 0.03%
1,603
218
$78K 0.03%
1,635
219
$78K 0.03%
4,466
220
$76K 0.03%
4,071
221
$75K 0.03%
2,900
222
$75K 0.03%
500
223
$74K 0.03%
531
224
$73K 0.03%
778
225
$72K 0.03%
857
7 8
9
10 11