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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.44M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M

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
451
$1K ﹤0.01%
+20
452
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+46
453
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+24
454
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455
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+53
456
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457
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+169
458
$1K ﹤0.01%
+100
459
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460
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461
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+59
462
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+200
464
$1K ﹤0.01%
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465
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466
$1K ﹤0.01%
+64
467
$1K ﹤0.01%
+83
468
$1K ﹤0.01%
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469
$1K ﹤0.01%
+28
470
$1K ﹤0.01%
+36
471
$1K ﹤0.01%
+4
472
$1K ﹤0.01%
+76
473
$1K ﹤0.01%
+171
474
$1K ﹤0.01%
+44
475
$1K ﹤0.01%
+51
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