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
326
$5K ﹤0.01%
+93
327
$5K ﹤0.01%
+592
328
$5K ﹤0.01%
+32
329
$5K ﹤0.01%
+152
330
$4K ﹤0.01%
+100
331
$4K ﹤0.01%
+505
332
$4K ﹤0.01%
+37
333
$4K ﹤0.01%
+29
334
$4K ﹤0.01%
+125
335
$4K ﹤0.01%
+123
336
$4K ﹤0.01%
+98
337
$4K ﹤0.01%
+72
338
$4K ﹤0.01%
+38
339
$4K ﹤0.01%
+41
340
$4K ﹤0.01%
+100
341
$4K ﹤0.01%
+60
342
$4K ﹤0.01%
+66
343
$4K ﹤0.01%
+48
344
$4K ﹤0.01%
+800
345
$4K ﹤0.01%
+72
346
$3K ﹤0.01%
+312
347
$3K ﹤0.01%
+83
348
$3K ﹤0.01%
+28
349
$3K ﹤0.01%
+100
350
$3K ﹤0.01%
+50
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