KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $696M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Sells

1 +$369K
2 +$205K
3 +$203K
4
T icon
AT&T
T
+$197K
5
NVDA icon
NVIDIA
NVDA
+$116K

Sector Composition

1 Healthcare 17.76%
2 Technology 12.73%
3 Financials 10.64%
4 Consumer Staples 10.37%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.28M 1.2%
25,822
-160
27
$5.24M 1.19%
41,176
+1,004
28
$5.16M 1.17%
23,145
+440
29
$5.1M 1.16%
43,185
-71
30
$5.02M 1.14%
46,523
+2,905
31
$4.95M 1.13%
30,242
+672
32
$4.26M 0.97%
72,679
+1,033
33
$4.05M 0.92%
30,474
-28
34
$3.97M 0.91%
54,541
-1,190
35
$3.52M 0.8%
60,471
-775
36
$3.4M 0.78%
16,156
+2,592
37
$3.27M 0.74%
7,276
+231
38
$3.24M 0.74%
67,428
-500
39
$3.18M 0.72%
19,360
+320
40
$3.14M 0.72%
67,551
+957
41
$3.12M 0.71%
33,076
+362
42
$3.1M 0.71%
38,562
-325
43
$3.03M 0.69%
40,829
+232
44
$2.92M 0.67%
55,400
45
$2.9M 0.66%
7,672
+160
46
$2.87M 0.65%
25,355
+235
47
$2.84M 0.65%
19,575
-125
48
$2.81M 0.64%
11,671
49
$2.76M 0.63%
8,417
+325
50
$2.75M 0.63%
67,545
+5,775