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
276
$13K 0.01%
+185
277
$13K 0.01%
+188
278
$13K 0.01%
+75
279
$12K 0.01%
+200
280
$12K 0.01%
+200
281
$12K 0.01%
+166
282
$12K 0.01%
+1,200
283
$12K 0.01%
+200
284
$11K 0.01%
+100
285
$11K 0.01%
+800
286
$11K 0.01%
+2,000
287
$11K 0.01%
+121
288
$11K 0.01%
+447
289
$11K 0.01%
+1,000
290
$11K 0.01%
+454
291
$11K 0.01%
+200
292
$11K 0.01%
+1,000
293
$11K 0.01%
+375
294
$11K 0.01%
+100
295
$11K 0.01%
+75
296
$11K 0.01%
+315
297
$10K 0.01%
+393
298
$10K 0.01%
+86
299
$10K 0.01%
+250
300
$10K 0.01%
+1,500
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