KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
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
+$2.34M
2
+$1.87M
3
+$761K
4
DOW icon
Dow Inc
DOW
+$651K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K

Top Sells

1
+$1.3M
2
+$656K
3
+$609K
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%
+700
352
$12K ﹤0.01%
+35
353
$12K ﹤0.01%
+145
354
$11K ﹤0.01%
+62
355
$11K ﹤0.01%
+250
356
$11K ﹤0.01%
+200
357
$11K ﹤0.01%
+60
358
$11K ﹤0.01%
+250
359
$11K ﹤0.01%
+550
360
$11K ﹤0.01%
+100
361
$11K ﹤0.01%
+68
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%
+250
367
$9K ﹤0.01%
+400
368
$9K ﹤0.01%
+300
369
$9K ﹤0.01%
+200
370
$9K ﹤0.01%
+585
371
$9K ﹤0.01%
+200
372
$9K ﹤0.01%
+312
373
$9K ﹤0.01%
+211
374
$9K ﹤0.01%
+100
375
$9K ﹤0.01%
+1,000
13 14
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