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
251
$19K 0.01%
+600
252
$19K 0.01%
+800
253
$19K 0.01%
+1,150
254
$19K 0.01%
+4,324
255
$19K 0.01%
+656
256
$18K 0.01%
+500
257
$18K 0.01%
+400
258
$18K 0.01%
+600
259
$17K 0.01%
+3,000
260
$17K 0.01%
+999
261
$17K 0.01%
+888
262
$16K 0.01%
+169
263
$16K 0.01%
+338
264
$16K 0.01%
+200
265
$16K 0.01%
+400
266
$16K 0.01%
+296
267
$16K 0.01%
+500
268
$16K 0.01%
+55
269
$15K 0.01%
+1,100
270
$15K 0.01%
+5,600
271
$15K 0.01%
+100
272
$15K 0.01%
+172
273
$15K 0.01%
+390
274
$15K 0.01%
+387
275
$15K 0.01%
+176
9 10
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