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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$784K
3
+$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1
+$977K
2
+$274K
3
+$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$166K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
+200
352
$4K ﹤0.01%
48
+7
353
$4K ﹤0.01%
62
+2
354
$4K ﹤0.01%
52
355
$4K ﹤0.01%
+370
356
$4K ﹤0.01%
+176
357
$4K ﹤0.01%
37
358
$4K ﹤0.01%
125
359
$4K ﹤0.01%
98
360
$4K ﹤0.01%
48
361
$4K ﹤0.01%
800
362
$4K ﹤0.01%
67
-5
363
$3K ﹤0.01%
140
364
$3K ﹤0.01%
214
-13,300
365
$3K ﹤0.01%
43
366
$3K ﹤0.01%
90
367
$3K ﹤0.01%
22
-7
368
$3K ﹤0.01%
+97
369
$3K ﹤0.01%
120
370
$3K ﹤0.01%
123
371
$3K ﹤0.01%
37
372
$3K ﹤0.01%
24
373
$3K ﹤0.01%
54
374
$3K ﹤0.01%
312
375
$3K ﹤0.01%
100
13 14
15
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