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
$254M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$771K
4
DOW icon
Dow Inc
DOW
+$608K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K

Top Sells

1
+$1.3M
2
+$609K
3
+$518K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$511K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Sector Composition

1 Healthcare 18.97%
2 Consumer Staples 16.06%
3 Financials 11.37%
4 Communication Services 7.78%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K 0.01%
+375
327
$15K 0.01%
+675
328
$15K 0.01%
+513
329
$15K 0.01%
+250
330
$15K 0.01%
+500
331
$15K 0.01%
+1,517
332
$15K 0.01%
+3,000
333
$14K 0.01%
+400
334
$14K 0.01%
+100
335
$14K 0.01%
+85
336
$14K 0.01%
+525
337
$14K 0.01%
+2,124
338
$13K 0.01%
+300
339
$13K 0.01%
+247
340
$13K 0.01%
+450
341
$13K 0.01%
+68
342
$13K 0.01%
+100
343
$13K 0.01%
+200
344
$13K 0.01%
+750
345
$13K 0.01%
+230
346
$13K 0.01%
+100
347
$13K 0.01%
+95
348
$12K ﹤0.01%
+953
349
$12K ﹤0.01%
+252
350
$12K ﹤0.01%
+700
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