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
326
$6K ﹤0.01%
+60
327
$6K ﹤0.01%
+300
328
$6K ﹤0.01%
+262
329
$5K ﹤0.01%
+41
330
$5K ﹤0.01%
+146
331
$5K ﹤0.01%
+150
332
$5K ﹤0.01%
+75
333
$5K ﹤0.01%
+505
334
$5K ﹤0.01%
+55
335
$5K ﹤0.01%
+176
336
$5K ﹤0.01%
+74
337
$5K ﹤0.01%
+100
338
$5K ﹤0.01%
+1,000
339
$5K ﹤0.01%
+76
340
$5K ﹤0.01%
+150
341
$5K ﹤0.01%
+107
342
$4K ﹤0.01%
+100
343
$4K ﹤0.01%
+44
344
$4K ﹤0.01%
+100
345
$4K ﹤0.01%
+51
346
$4K ﹤0.01%
+134
347
$4K ﹤0.01%
+57
348
$4K ﹤0.01%
+123
349
$4K ﹤0.01%
+24
350
$4K ﹤0.01%
+252
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