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
401
$2K ﹤0.01%
+65
402
$2K ﹤0.01%
+109
403
$1K ﹤0.01%
+28
404
$1K ﹤0.01%
+298
405
$1K ﹤0.01%
+22
406
$1K ﹤0.01%
+24
407
$1K ﹤0.01%
+39
408
$1K ﹤0.01%
+25
409
$1K ﹤0.01%
+30
410
$1K ﹤0.01%
+38
411
$1K ﹤0.01%
+82
412
$1K ﹤0.01%
+50
413
$1K ﹤0.01%
+39
414
$1K ﹤0.01%
+45
415
$1K ﹤0.01%
+33
416
$1K ﹤0.01%
+19
417
$1K ﹤0.01%
+127
418
$1K ﹤0.01%
+29
419
$1K ﹤0.01%
+36
420
$1K ﹤0.01%
+40
421
$1K ﹤0.01%
+14
422
$1K ﹤0.01%
+26
423
$1K ﹤0.01%
+6
424
$1K ﹤0.01%
+28
425
$1K ﹤0.01%
+36
15 16
17
18 19