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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.53M
3
+$1.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.32%
2 Healthcare 10.43%
3 Financials 10.4%
4 Energy 10.29%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+64
377
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+13
378
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+2
379
$2K ﹤0.01%
+200
380
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+104
381
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+36
382
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+26
383
$2K ﹤0.01%
+34
384
$2K ﹤0.01%
+73
385
$2K ﹤0.01%
+140
386
$2K ﹤0.01%
+87
387
$2K ﹤0.01%
+125
388
$2K ﹤0.01%
+22
389
$2K ﹤0.01%
+182
390
$2K ﹤0.01%
+30
391
$2K ﹤0.01%
+51
392
$2K ﹤0.01%
+132
393
$2K ﹤0.01%
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394
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+26
395
$2K ﹤0.01%
+68
396
$2K ﹤0.01%
+100
397
$2K ﹤0.01%
+46
398
$2K ﹤0.01%
+114
399
$2K ﹤0.01%
+100
400
$2K ﹤0.01%
+10
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