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
276
$15K 0.01%
+151
277
$14K 0.01%
+2,000
278
$14K 0.01%
+1,750
279
$14K 0.01%
+220
280
$14K 0.01%
+242
281
$14K 0.01%
+375
282
$14K 0.01%
+151
283
$14K 0.01%
+600
284
$13K 0.01%
+333
285
$13K 0.01%
+290
286
$13K 0.01%
+75
287
$13K 0.01%
+375
288
$13K 0.01%
+630
289
$12K 0.01%
+1,000
290
$12K 0.01%
+150
291
$12K 0.01%
+158
292
$12K 0.01%
+100
293
$11K 0.01%
+200
294
$11K 0.01%
+1,000
295
$11K 0.01%
+86
296
$11K 0.01%
+2,000
297
$11K 0.01%
+150
298
$11K 0.01%
+800
299
$11K 0.01%
+100
300
$10K 0.01%
+200
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