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%
+43
352
$3K ﹤0.01%
+43
353
$3K ﹤0.01%
+90
354
$3K ﹤0.01%
+54
355
$3K ﹤0.01%
+52
356
$3K ﹤0.01%
+107
357
$3K ﹤0.01%
+141
358
$3K ﹤0.01%
+250
359
$3K ﹤0.01%
+28
360
$3K ﹤0.01%
+197
361
$3K ﹤0.01%
+120
362
$3K ﹤0.01%
+24
363
$3K ﹤0.01%
+122
364
$3K ﹤0.01%
+740
365
$2K ﹤0.01%
+37
366
$2K ﹤0.01%
+105
367
$2K ﹤0.01%
+31
368
$2K ﹤0.01%
+130
369
$2K ﹤0.01%
+21
370
$2K ﹤0.01%
+65
371
$2K ﹤0.01%
+59
372
$2K ﹤0.01%
+70
373
$2K ﹤0.01%
+17
374
$2K ﹤0.01%
+320
375
$2K ﹤0.01%
+24
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