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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
+191
352
$4K ﹤0.01%
+500
353
$4K ﹤0.01%
+200
354
$3K ﹤0.01%
+100
355
$3K ﹤0.01%
+225
356
$3K ﹤0.01%
+30
357
$3K ﹤0.01%
+800
358
$3K ﹤0.01%
+340
359
$3K ﹤0.01%
+30
360
$3K ﹤0.01%
+200
361
$3K ﹤0.01%
+38
362
$3K ﹤0.01%
+35
363
$3K ﹤0.01%
+75
364
$3K ﹤0.01%
+73
365
$3K ﹤0.01%
+42
366
$3K ﹤0.01%
+53
367
$3K ﹤0.01%
+28
368
$3K ﹤0.01%
+225
369
$3K ﹤0.01%
+2,000
370
$3K ﹤0.01%
+62
371
$3K ﹤0.01%
+94
372
$3K ﹤0.01%
+75
373
$3K ﹤0.01%
+250
374
$3K ﹤0.01%
+100
375
$2K ﹤0.01%
+30
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