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
301
$10K 0.01%
+252
302
$10K 0.01%
+244
303
$10K 0.01%
+175
304
$10K 0.01%
+100
305
$9K 0.01%
+661
306
$9K 0.01%
+65
307
$9K 0.01%
+1,500
308
$9K 0.01%
+67
309
$8K 0.01%
+585
310
$8K 0.01%
+50
311
$8K 0.01%
+200
312
$8K 0.01%
+75
313
$8K 0.01%
+1,000
314
$8K 0.01%
+314
315
$7K ﹤0.01%
+143
316
$7K ﹤0.01%
+200
317
$7K ﹤0.01%
+122
318
$7K ﹤0.01%
+514
319
$6K ﹤0.01%
+40
320
$6K ﹤0.01%
+633
321
$6K ﹤0.01%
+500
322
$6K ﹤0.01%
+31
323
$6K ﹤0.01%
+212
324
$6K ﹤0.01%
+860
325
$6K ﹤0.01%
+344
11 12
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