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
301
$9K 0.01%
+100
302
$9K 0.01%
+244
303
$9K 0.01%
+100
304
$8K 0.01%
+75
305
$8K 0.01%
+200
306
$8K 0.01%
+300
307
$8K 0.01%
+154
308
$8K 0.01%
+82
309
$7K 0.01%
+585
310
$7K 0.01%
+100
311
$7K 0.01%
+143
312
$7K 0.01%
+100
313
$7K 0.01%
+340
314
$7K 0.01%
+314
315
$6K 0.01%
+85
316
$6K 0.01%
+1,000
317
$6K 0.01%
+100
318
$6K 0.01%
+74
319
$6K 0.01%
+344
320
$6K 0.01%
+374
321
$6K 0.01%
+150
322
$6K 0.01%
+60
323
$6K 0.01%
+250
324
$6K 0.01%
+100
325
$6K 0.01%
+200
11 12
13
14 15