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
$192M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.43M
3
+$1.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$576K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$360K

Top Sells

1
+$3.92M
2
+$2.98M
3
+$1.41M
4
YUM icon
Yum! Brands
YUM
+$234K
5
GIS icon
General Mills
GIS
+$227K

Sector Composition

1 Consumer Staples 21.13%
2 Healthcare 17.42%
3 Financials 15.91%
4 Communication Services 8.72%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+1,000
352
$7K ﹤0.01%
+100
353
$6K ﹤0.01%
+57
354
$6K ﹤0.01%
+350
355
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$6K ﹤0.01%
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361
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362
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364
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365
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+500
367
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368
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372
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373
$5K ﹤0.01%
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374
$5K ﹤0.01%
+111
375
$5K ﹤0.01%
+100
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