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
401
$7K ﹤0.01%
+200
402
$7K ﹤0.01%
+250
403
$6K ﹤0.01%
+50
404
$6K ﹤0.01%
+517
405
$6K ﹤0.01%
+344
406
$6K ﹤0.01%
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407
$6K ﹤0.01%
+43
408
$6K ﹤0.01%
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409
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410
$6K ﹤0.01%
+486
411
$6K ﹤0.01%
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412
$6K ﹤0.01%
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413
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414
$6K ﹤0.01%
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416
$6K ﹤0.01%
+100
417
$6K ﹤0.01%
+500
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$6K ﹤0.01%
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420
$6K ﹤0.01%
+400
421
$5K ﹤0.01%
+35
422
$5K ﹤0.01%
+69
423
$5K ﹤0.01%
+3,500
424
$5K ﹤0.01%
+100
425
$5K ﹤0.01%
+160
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