KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
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
+$2.34M
2
+$1.87M
3
+$761K
4
DOW icon
Dow Inc
DOW
+$651K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K

Top Sells

1
+$1.3M
2
+$656K
3
+$609K
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
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463
$3K ﹤0.01%
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464
$2K ﹤0.01%
+120
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466
$2K ﹤0.01%
+54
467
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+40
468
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469
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+50
470
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471
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+200
472
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+100
473
$2K ﹤0.01%
+250
474
$2K ﹤0.01%
+44
475
$2K ﹤0.01%
+15
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