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
$199M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$465K
3
+$422K
4
GILD icon
Gilead Sciences
GILD
+$357K
5
SBUX icon
Starbucks
SBUX
+$275K

Top Sells

1
+$994K
2
+$937K
3
+$684K
4
MON
Monsanto Co
MON
+$443K
5
BTI icon
British American Tobacco
BTI
+$420K

Sector Composition

1 Consumer Staples 19.65%
2 Healthcare 17.4%
3 Financials 14.19%
4 Communication Services 8.55%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K ﹤0.01%
75
327
$9K ﹤0.01%
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$9K ﹤0.01%
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-800
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
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+1,000
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$7K ﹤0.01%
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349
$7K ﹤0.01%
1
350
$7K ﹤0.01%
1,000
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