KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
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
+$2.44M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M

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%
+36
402
$2K ﹤0.01%
+109
403
$1K ﹤0.01%
+20
404
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+46
405
$1K ﹤0.01%
+24
406
$1K ﹤0.01%
+52
407
$1K ﹤0.01%
+29
408
$1K ﹤0.01%
+70
409
$1K ﹤0.01%
+24
410
$1K ﹤0.01%
+106
411
$1K ﹤0.01%
+28
412
$1K ﹤0.01%
+298
413
$1K ﹤0.01%
+22
414
$1K ﹤0.01%
+24
415
$1K ﹤0.01%
+39
416
$1K ﹤0.01%
+25
417
$1K ﹤0.01%
+35
418
$1K ﹤0.01%
+183
419
$1K ﹤0.01%
+67
420
$1K ﹤0.01%
+74
421
$1K ﹤0.01%
+75
422
$1K ﹤0.01%
+37
423
$1K ﹤0.01%
+64
424
$1K ﹤0.01%
+40
425
$1K ﹤0.01%
+134
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