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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$784K
3
+$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1
+$977K
2
+$274K
3
+$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$166K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
83
377
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28
378
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60
379
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72
380
$3K ﹤0.01%
107
381
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149
-101
382
$3K ﹤0.01%
250
383
$3K ﹤0.01%
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384
$2K ﹤0.01%
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386
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125
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52
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53
-6
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$2K ﹤0.01%
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+138
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288
-32
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$2K ﹤0.01%
+95
396
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10
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40
-200
398
$2K ﹤0.01%
109
399
$2K ﹤0.01%
51
400
$2K ﹤0.01%
+100
14 15
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