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
$254M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$771K
4
DOW icon
Dow Inc
DOW
+$608K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K

Top Sells

1
+$1.3M
2
+$609K
3
+$518K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$511K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Sector Composition

1 Healthcare 18.97%
2 Consumer Staples 16.06%
3 Financials 11.37%
4 Communication Services 7.78%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38K 0.01%
+326
252
$38K 0.01%
+974
253
$38K 0.01%
+367
254
$37K 0.01%
+710
255
$37K 0.01%
+950
256
$37K 0.01%
+350
257
$37K 0.01%
+425
258
$37K 0.01%
+128
259
$36K 0.01%
+111
260
$36K 0.01%
+1,096
261
$36K 0.01%
+250
262
$35K 0.01%
+1,350
263
$35K 0.01%
+1,125
264
$35K 0.01%
+3,746
265
$35K 0.01%
+1,000
266
$35K 0.01%
+700
267
$34K 0.01%
+1,276
268
$33K 0.01%
+900
269
$32K 0.01%
+775
270
$32K 0.01%
+360
271
$32K 0.01%
+193
272
$32K 0.01%
+712
273
$31K 0.01%
+1,600
274
$31K 0.01%
+597
275
$31K 0.01%
+900
9 10
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