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
451
$1K ﹤0.01%
+5
452
$1K ﹤0.01%
+44
453
$1K ﹤0.01%
+150
454
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455
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+49
456
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+136
457
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+20
458
$1K ﹤0.01%
+46
459
$1K ﹤0.01%
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460
$1K ﹤0.01%
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461
$1K ﹤0.01%
+53
462
$1K ﹤0.01%
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463
$1K ﹤0.01%
+169
464
$1K ﹤0.01%
+100
465
$1K ﹤0.01%
+44
466
$1K ﹤0.01%
+36
467
$1K ﹤0.01%
+59
468
$1K ﹤0.01%
+50
469
$1K ﹤0.01%
+200
470
$1K ﹤0.01%
+53
471
$1K ﹤0.01%
+50
472
$1K ﹤0.01%
+64
473
$1K ﹤0.01%
+83
474
$1K ﹤0.01%
+22
475
$1K ﹤0.01%
+51
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