KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $750M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.53M
3
+$1.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.32%
2 Healthcare 10.43%
3 Financials 10.4%
4 Energy 10.29%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.02%
+282
227
$26K 0.02%
+2,500
228
$26K 0.02%
+200
229
$25K 0.02%
+300
230
$25K 0.02%
+1,500
231
$25K 0.02%
+440
232
$25K 0.02%
+250
233
$24K 0.02%
+500
234
$24K 0.02%
+445
235
$24K 0.02%
+1,500
236
$23K 0.02%
+495
237
$23K 0.02%
+1,250
238
$23K 0.02%
+3,905
239
$23K 0.02%
+800
240
$22K 0.02%
+185
241
$22K 0.02%
+460
242
$21K 0.02%
+1,000
243
$21K 0.02%
+289
244
$21K 0.02%
+600
245
$21K 0.02%
+1,000
246
$20K 0.02%
+218
247
$20K 0.02%
+240
248
$19K 0.02%
+240
249
$19K 0.02%
+1,290
250
$19K 0.02%
+916
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