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
426
$5K ﹤0.01%
+75
427
$5K ﹤0.01%
+250
428
$5K ﹤0.01%
+263
429
$5K ﹤0.01%
+500
430
$5K ﹤0.01%
+150
431
$5K ﹤0.01%
+35
432
$5K ﹤0.01%
+69
433
$5K ﹤0.01%
+3,500
434
$5K ﹤0.01%
+100
435
$4K ﹤0.01%
+200
436
$4K ﹤0.01%
+102
437
$4K ﹤0.01%
+16
438
$4K ﹤0.01%
+250
439
$4K ﹤0.01%
+199
440
$4K ﹤0.01%
+300
441
$4K ﹤0.01%
+4
442
$4K ﹤0.01%
+85
443
$4K ﹤0.01%
+168
444
$4K ﹤0.01%
+100
445
$4K ﹤0.01%
+150
446
$4K ﹤0.01%
+75
447
$4K ﹤0.01%
+45
448
$4K ﹤0.01%
+42
449
$4K ﹤0.01%
+200
450
$4K ﹤0.01%
+109
16 17
18
19 20