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
451
$3K ﹤0.01%
+11
452
$3K ﹤0.01%
+37
453
$3K ﹤0.01%
+300
454
$3K ﹤0.01%
+225
455
$3K ﹤0.01%
+53
456
$3K ﹤0.01%
+220
457
$3K ﹤0.01%
+125
458
$3K ﹤0.01%
+300
459
$3K ﹤0.01%
+100
460
$3K ﹤0.01%
+19
461
$3K ﹤0.01%
+151
462
$3K ﹤0.01%
+200
463
$3K ﹤0.01%
+100
464
$2K ﹤0.01%
+20
465
$2K ﹤0.01%
+54
466
$2K ﹤0.01%
+50
467
$2K ﹤0.01%
+28
468
$2K ﹤0.01%
+55
469
$2K ﹤0.01%
+13
470
$2K ﹤0.01%
+200
471
$2K ﹤0.01%
+100
472
$2K ﹤0.01%
+250
473
$2K ﹤0.01%
+44
474
$2K ﹤0.01%
+15
475
$2K ﹤0.01%
+120
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