KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$1.83M
4
CB
CHUBB CORPORATION
CB
+$1.64M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.55M

Top Sells

1
+$1.3M
2
+$708K
3
+$299K
4
SMB icon
VanEck Short Muni ETF
SMB
+$211K
5
CVS icon
CVS Health
CVS
+$71.4K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
+250
227
$26K 0.02%
+500
228
$25K 0.02%
+852
229
$25K 0.02%
+1,290
230
$25K 0.02%
+750
231
$25K 0.02%
+651
232
$24K 0.02%
+250
233
$24K 0.02%
+460
234
$23K 0.02%
+200
235
$23K 0.02%
+245
236
$23K 0.02%
+1,000
237
$22K 0.02%
+218
238
$22K 0.02%
+535
239
$22K 0.02%
+176
240
$22K 0.02%
+554
241
$22K 0.02%
+500
242
$21K 0.01%
+226
243
$21K 0.01%
+533
244
$20K 0.01%
+440
245
$20K 0.01%
+270
246
$20K 0.01%
+40,000
247
$20K 0.01%
+7,000
248
$20K 0.01%
+131
249
$19K 0.01%
+286
250
$19K 0.01%
+200
8 9
10
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