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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

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
401
$2K ﹤0.01%
+15
402
$2K ﹤0.01%
+14
403
$2K ﹤0.01%
+30
404
$2K ﹤0.01%
+168
405
$2K ﹤0.01%
+100
406
$2K ﹤0.01%
+53
407
$2K ﹤0.01%
+53
408
$2K ﹤0.01%
+36
409
$2K ﹤0.01%
+83
410
$2K ﹤0.01%
+48
411
$2K ﹤0.01%
+165
412
$2K ﹤0.01%
+20
413
$1K ﹤0.01%
+62
414
$1K ﹤0.01%
+89
415
$1K ﹤0.01%
+97
416
$1K ﹤0.01%
+174
417
$1K ﹤0.01%
+53
418
$1K ﹤0.01%
+25
419
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+24
420
$1K ﹤0.01%
+14
421
$1K ﹤0.01%
+126
422
$1K ﹤0.01%
+46
423
$1K ﹤0.01%
+52
424
$1K ﹤0.01%
+100
425
$1K ﹤0.01%
+40
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