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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$784K
3
+$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1
+$977K
2
+$274K
3
+$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$166K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.02%
500
252
$23K 0.02%
390
-55
253
$22K 0.02%
1,000
254
$22K 0.02%
125
-50
255
$22K 0.02%
3,905
256
$22K 0.02%
289
257
$21K 0.02%
266
+26
258
$21K 0.02%
1,290
259
$20K 0.02%
400
-150
260
$19K 0.02%
+100
261
$19K 0.02%
218
262
$19K 0.02%
200
263
$19K 0.02%
800
-116
264
$19K 0.02%
3,920
-7,000
265
$19K 0.02%
196
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266
$19K 0.02%
460
267
$18K 0.01%
67
268
$18K 0.01%
600
269
$18K 0.01%
500
270
$18K 0.01%
205
+2
271
$18K 0.01%
554
272
$17K 0.01%
225
+125
273
$17K 0.01%
306
274
$17K 0.01%
530
275
$16K 0.01%
300
9 10
11
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