KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$1.83M
4
CB
CHUBB CORPORATION
CB
+$1.64M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.55M

Top Sells

1
+$1.3M
2
+$708K
3
+$299K
4
SMB icon
VanEck Short Muni ETF
SMB
+$211K
5
CVS icon
CVS Health
CVS
+$71.4K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+45
377
$2K ﹤0.01%
+44
378
$2K ﹤0.01%
+13
379
$2K ﹤0.01%
+7
380
$2K ﹤0.01%
+114
381
$2K ﹤0.01%
+125
382
$2K ﹤0.01%
+59
383
$2K ﹤0.01%
+52
384
$2K ﹤0.01%
+175
385
$2K ﹤0.01%
+30
386
$2K ﹤0.01%
+68
387
$2K ﹤0.01%
+82
388
$2K ﹤0.01%
+75
389
$2K ﹤0.01%
+10
390
$2K ﹤0.01%
+11
391
$2K ﹤0.01%
+62
392
$2K ﹤0.01%
+173
393
$2K ﹤0.01%
+15
394
$2K ﹤0.01%
+14
395
$2K ﹤0.01%
+30
396
$2K ﹤0.01%
+168
397
$2K ﹤0.01%
+100
398
$2K ﹤0.01%
+53
399
$2K ﹤0.01%
+53
400
$2K ﹤0.01%
+70
14 15
16
17 18