KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$2.42M
3 +$1.95M
4
MNR
Monmouth Real Estate Investment Corp
MNR
+$1.21M
5
EBAY icon
eBay
EBAY
+$1.15M

Top Sells

1 +$2.43M
2 +$736K
3 +$566K
4
GFF icon
Griffon
GFF
+$434K
5
WES icon
Western Midstream Partners
WES
+$352K

Sector Composition

1 Healthcare 18.61%
2 Consumer Staples 15.91%
3 Financials 12.6%
4 Communication Services 8.22%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-120
327
-1,025
328
-96
329
-4,289
330
-20
331
-75
332
-16
333
-200
334
-3,600
335
-250
336
-11
337
-600
338
-250
339
-597
340
-54
341
-12
342
-24
343
-1,085
344
-14
345
-14
346
-283
347
-50
348
-211
349
-252
350
-855