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
26
$1.22M 1.09%
+78,974
27
$1.2M 1.08%
+69,050
28
$1.18M 1.06%
+6,589
29
$1.17M 1.05%
+21,492
30
$1.17M 1.05%
+16,683
31
$1.16M 1.04%
+26,731
32
$1.13M 1.01%
+21,510
33
$1.11M 1%
+29,520
34
$1.08M 0.97%
+17,680
35
$1.07M 0.96%
+22,013
36
$1.07M 0.96%
+47,214
37
$1.07M 0.96%
+39,985
38
$1.07M 0.96%
+35,764
39
$1.06M 0.95%
+144,750
40
$1.04M 0.93%
+7,516
41
$1.04M 0.93%
+16,848
42
$1.03M 0.92%
+18,922
43
$1.02M 0.91%
+18,963
44
$984K 0.88%
+90
45
$982K 0.88%
+26,210
46
$975K 0.87%
+10,737
47
$962K 0.86%
+24,018
48
$946K 0.85%
+27,351
49
$940K 0.84%
+24,531
50
$935K 0.84%
+11,650
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