KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.39M
3
+$1.35M
4
RTX icon
RTX Corp
RTX
+$1.24M
5
BDX icon
Becton Dickinson
BDX
+$767K

Top Sells

1
+$1.22M
2
+$1.1M
3
+$794K
4
BP icon
BP
BP
+$541K
5
CAT icon
Caterpillar
CAT
+$515K

Sector Composition

1 Consumer Staples 23.62%
2 Financials 16.87%
3 Healthcare 15.89%
4 Consumer Discretionary 8.38%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
617
-70
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$18K 0.01%
500
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$17K 0.01%
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$16K 0.01%
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+20
238
$15K 0.01%
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239
$15K 0.01%
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$15K 0.01%
3,261
-1,044
241
$15K 0.01%
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242
$14K 0.01%
226
+3
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$14K 0.01%
155
244
$14K 0.01%
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245
$14K 0.01%
151
246
$13K 0.01%
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248
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+1,373
249
$13K 0.01%
250
250
$13K 0.01%
333
8 9
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