KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$2.09M
2
+$1.97M
3
+$1.83M
4
CB
CHUBB CORPORATION
CB
+$1.64M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.55M

Top Sells

1
+$1.3M
2
+$708K
3
+$299K
4
SMB icon
VanEck Short Muni ETF
SMB
+$211K
5
CVS icon
CVS Health
CVS
+$71.4K

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%
+20
354
$3K ﹤0.01%
+200
355
$3K ﹤0.01%
+35
356
$3K ﹤0.01%
+75
357
$3K ﹤0.01%
+73
358
$3K ﹤0.01%
+42
359
$3K ﹤0.01%
+53
360
$3K ﹤0.01%
+28
361
$3K ﹤0.01%
+225
362
$3K ﹤0.01%
+2,000
363
$3K ﹤0.01%
+62
364
$3K ﹤0.01%
+94
365
$3K ﹤0.01%
+75
366
$3K ﹤0.01%
+250
367
$3K ﹤0.01%
+100
368
$3K ﹤0.01%
+225
369
$3K ﹤0.01%
+30
370
$3K ﹤0.01%
+800
371
$3K ﹤0.01%
+340
372
$3K ﹤0.01%
+30
373
$3K ﹤0.01%
+100
374
$3K ﹤0.01%
+38
375
$2K ﹤0.01%
+55
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