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
$254M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$771K
4
DOW icon
Dow Inc
DOW
+$608K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K

Top Sells

1
+$1.3M
2
+$609K
3
+$518K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$511K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Sector Composition

1 Healthcare 18.97%
2 Consumer Staples 16.06%
3 Financials 11.37%
4 Communication Services 7.78%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
+35
352
$12K ﹤0.01%
+145
353
$12K ﹤0.01%
+100
354
$11K ﹤0.01%
+68
355
$11K ﹤0.01%
+62
356
$11K ﹤0.01%
+250
357
$11K ﹤0.01%
+200
358
$11K ﹤0.01%
+60
359
$11K ﹤0.01%
+250
360
$11K ﹤0.01%
+550
361
$11K ﹤0.01%
+100
362
$10K ﹤0.01%
+250
363
$10K ﹤0.01%
+400
364
$10K ﹤0.01%
+182
365
$10K ﹤0.01%
+1,425
366
$9K ﹤0.01%
+400
367
$9K ﹤0.01%
+300
368
$9K ﹤0.01%
+200
369
$9K ﹤0.01%
+585
370
$9K ﹤0.01%
+200
371
$9K ﹤0.01%
+312
372
$9K ﹤0.01%
+211
373
$9K ﹤0.01%
+100
374
$9K ﹤0.01%
+1,000
375
$9K ﹤0.01%
+100
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