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
$192M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Sells

1 +$3.92M
2 +$2.98M
3 +$1.52M
4
GIS icon
General Mills
GIS
+$227K
5
YUM icon
Yum! Brands
YUM
+$225K

Sector Composition

1 Consumer Staples 21.13%
2 Healthcare 17.42%
3 Financials 15.91%
4 Communication Services 8.72%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
0
452
$0 ﹤0.01%
+1
453
-78,255
454
$0 ﹤0.01%
+23
455
$0 ﹤0.01%
+1