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
376
$9K ﹤0.01%
+113
377
$9K ﹤0.01%
+350
378
$9K ﹤0.01%
+600
379
$9K ﹤0.01%
+250
380
$8K ﹤0.01%
+500
381
$8K ﹤0.01%
+20
382
$8K ﹤0.01%
+475
383
$8K ﹤0.01%
+100
384
$8K ﹤0.01%
+400
385
$8K ﹤0.01%
+176
386
$8K ﹤0.01%
+100
387
$8K ﹤0.01%
+22
388
$8K ﹤0.01%
+3,000
389
$8K ﹤0.01%
+143
390
$8K ﹤0.01%
+1,000
391
$8K ﹤0.01%
+175
392
$8K ﹤0.01%
+650
393
$8K ﹤0.01%
+150
394
$7K ﹤0.01%
+723
395
$7K ﹤0.01%
+200
396
$7K ﹤0.01%
+250
397
$7K ﹤0.01%
+74
398
$7K ﹤0.01%
+144
399
$7K ﹤0.01%
+375
400
$7K ﹤0.01%
+200
14 15
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