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

Top Buys

1
+$1.03M
2
+$777K
3
+$775K
4
SYY icon
Sysco
SYY
+$748K
5
BNS icon
Scotiabank
BNS
+$723K

Top Sells

1
+$907K
2
+$269K
3
+$257K
4
WW
WW International
WW
+$209K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159K

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
401
$2K ﹤0.01%
100
402
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52
+6
403
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105
404
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21
405
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65
406
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53
-6
407
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57
+4
408
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70
409
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+138
410
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288
-32
411
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+95
412
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10
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40
-200
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109
415
$1K ﹤0.01%
+39
416
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+43
417
$1K ﹤0.01%
+14
418
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78
419
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140
-42
420
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29
421
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36
422
$1K ﹤0.01%
359
+147
423
$1K ﹤0.01%
67
+26
424
$1K ﹤0.01%
75
+26
425
$1K ﹤0.01%
32
+2
15 16
17
18 19