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
276
$31K 0.01%
+1,000
277
$31K 0.01%
+700
278
$30K 0.01%
+708
279
$30K 0.01%
+400
280
$27K 0.01%
+1,000
281
$27K 0.01%
+778
282
$27K 0.01%
+400
283
$27K 0.01%
+558
284
$26K 0.01%
+200
285
$26K 0.01%
+250
286
$26K 0.01%
+705
287
$26K 0.01%
+617
288
$26K 0.01%
+850
289
$26K 0.01%
+96
290
$26K 0.01%
+150
291
$25K 0.01%
+1,000
292
$25K 0.01%
+6,400
293
$25K 0.01%
+392
294
$25K 0.01%
+500
295
$25K 0.01%
+685
296
$24K 0.01%
+175
297
$24K 0.01%
+150
298
$23K 0.01%
+551
299
$23K 0.01%
+1,100
300
$23K 0.01%
+150
10 11
12
13 14