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
251
$18K 0.02%
+500
252
$18K 0.02%
+458
253
$18K 0.02%
+375
254
$17K 0.02%
+300
255
$17K 0.02%
+257
256
$17K 0.02%
+400
257
$17K 0.02%
+1,050
258
$17K 0.02%
+530
259
$17K 0.02%
+888
260
$16K 0.01%
+192
261
$16K 0.01%
+200
262
$16K 0.01%
+439
263
$16K 0.01%
+203
264
$16K 0.01%
+554
265
$16K 0.01%
+306
266
$16K 0.01%
+67
267
$16K 0.01%
+145
268
$14K 0.01%
+127
269
$14K 0.01%
+221
270
$14K 0.01%
+300
271
$14K 0.01%
+171
272
$14K 0.01%
+286
273
$14K 0.01%
+271
274
$13K 0.01%
+213
275
$13K 0.01%
+1,057
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