KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
426
$1K ﹤0.01%
+32
427
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83
+16
428
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74
429
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81
+6
430
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+47
431
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64
432
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51
+11
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434
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435
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+30
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+17
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366
441
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5
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445
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446
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78
448
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140
-42
449
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29
450
$1K ﹤0.01%
36
16 17
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19 20