KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.39M
3
+$1.35M
4
RTX icon
RTX Corp
RTX
+$1.24M
5
BDX icon
Becton Dickinson
BDX
+$767K

Top Sells

1
+$1.22M
2
+$1.1M
3
+$794K
4
BP icon
BP
BP
+$541K
5
CAT icon
Caterpillar
CAT
+$515K

Sector Composition

1 Consumer Staples 23.62%
2 Financials 16.87%
3 Healthcare 15.89%
4 Consumer Discretionary 8.38%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
1,500
277
$9K 0.01%
250
278
$8K 0.01%
585
279
$8K 0.01%
100
280
$8K 0.01%
75
281
$8K 0.01%
314
282
$7K ﹤0.01%
200
283
$7K ﹤0.01%
23
-1
284
$7K ﹤0.01%
2,124
285
$7K ﹤0.01%
514
286
$7K ﹤0.01%
150
287
$6K ﹤0.01%
+450
288
$6K ﹤0.01%
75
289
$6K ﹤0.01%
1,000
290
$6K ﹤0.01%
143
291
$6K ﹤0.01%
85
-598
292
$6K ﹤0.01%
200
293
$6K ﹤0.01%
999
294
$5K ﹤0.01%
505
295
$5K ﹤0.01%
212
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$5K ﹤0.01%
176
297
$5K ﹤0.01%
32
298
$5K ﹤0.01%
100
299
$5K ﹤0.01%
74
300
$5K ﹤0.01%
59
+8
10 11
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