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
276
$16K 0.01%
443
-15
277
$16K 0.01%
408
-31
278
$16K 0.01%
235
+14
279
$16K 0.01%
+151
280
$16K 0.01%
400
281
$16K 0.01%
133
-12
282
$16K 0.01%
1,200
283
$15K 0.01%
375
284
$15K 0.01%
188
285
$15K 0.01%
888
286
$14K 0.01%
12
+10
287
$14K 0.01%
75
288
$14K 0.01%
192
289
$14K 0.01%
185
290
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165
-1
291
$14K 0.01%
271
292
$14K 0.01%
127
293
$13K 0.01%
171
294
$13K 0.01%
286
295
$13K 0.01%
213
296
$13K 0.01%
+242
297
$13K 0.01%
2,000
298
$13K 0.01%
300
299
$12K 0.01%
158
+73
300
$12K 0.01%
516
+62
10 11
12
13 14