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
351
$3K ﹤0.01%
+60
352
$3K ﹤0.01%
+43
353
$3K ﹤0.01%
+43
354
$3K ﹤0.01%
+90
355
$3K ﹤0.01%
+197
356
$3K ﹤0.01%
+120
357
$3K ﹤0.01%
+24
358
$3K ﹤0.01%
+54
359
$3K ﹤0.01%
+52
360
$3K ﹤0.01%
+107
361
$3K ﹤0.01%
+141
362
$3K ﹤0.01%
+250
363
$3K ﹤0.01%
+122
364
$3K ﹤0.01%
+740
365
$2K ﹤0.01%
+36
366
$2K ﹤0.01%
+24
367
$2K ﹤0.01%
+64
368
$2K ﹤0.01%
+13
369
$2K ﹤0.01%
+2
370
$2K ﹤0.01%
+200
371
$2K ﹤0.01%
+104
372
$2K ﹤0.01%
+26
373
$2K ﹤0.01%
+34
374
$2K ﹤0.01%
+73
375
$2K ﹤0.01%
+140
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