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
426
$1K ﹤0.01%
+4
427
$1K ﹤0.01%
+76
428
$1K ﹤0.01%
+171
429
$1K ﹤0.01%
+44
430
$1K ﹤0.01%
+35
431
$1K ﹤0.01%
+183
432
$1K ﹤0.01%
+67
433
$1K ﹤0.01%
+74
434
$1K ﹤0.01%
+75
435
$1K ﹤0.01%
+37
436
$1K ﹤0.01%
+64
437
$1K ﹤0.01%
+40
438
$1K ﹤0.01%
+134
439
$1K ﹤0.01%
+64
440
$1K ﹤0.01%
+46
441
$1K ﹤0.01%
+366
442
$1K ﹤0.01%
+5
443
$1K ﹤0.01%
+16
444
$1K ﹤0.01%
+78
445
$1K ﹤0.01%
+29
446
$1K ﹤0.01%
+36
447
$1K ﹤0.01%
+100
448
$1K ﹤0.01%
+41
449
$1K ﹤0.01%
+15
450
$1K ﹤0.01%
+20
16 17
18
19 20