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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+74
452
$1K ﹤0.01%
+37
453
$1K ﹤0.01%
+100
454
$1K ﹤0.01%
+91
455
$1K ﹤0.01%
+50
456
$1K ﹤0.01%
+30
457
$1K ﹤0.01%
+181
458
$1K ﹤0.01%
+12
459
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460
$1K ﹤0.01%
+24
461
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+22
462
$1K ﹤0.01%
+29
463
$1K ﹤0.01%
+36
464
$1K ﹤0.01%
+65
465
$1K ﹤0.01%
+16
466
$1K ﹤0.01%
+47
467
$1K ﹤0.01%
+159
468
$1K ﹤0.01%
+24
469
$1K ﹤0.01%
+28
470
$1K ﹤0.01%
+100
471
$1K ﹤0.01%
+20
472
$1K ﹤0.01%
+150
473
$1K ﹤0.01%
+57
474
$1K ﹤0.01%
+150
475
$1K ﹤0.01%
+57
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