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
476
$1K ﹤0.01%
+23
477
$1K ﹤0.01%
+22
478
$1K ﹤0.01%
+44
479
$1K ﹤0.01%
+52
480
$1K ﹤0.01%
+84
481
$1K ﹤0.01%
+53
482
$1K ﹤0.01%
+33
483
$1K ﹤0.01%
+30
484
$1K ﹤0.01%
+51
485
$1K ﹤0.01%
+51
486
$1K ﹤0.01%
+25
487
$1K ﹤0.01%
+126
488
$1K ﹤0.01%
+12
489
$1K ﹤0.01%
+27
490
$1K ﹤0.01%
+65
491
$1K ﹤0.01%
+32
492
$1K ﹤0.01%
+52
493
$1K ﹤0.01%
+29
494
$1K ﹤0.01%
+70
495
$1K ﹤0.01%
+24
496
$1K ﹤0.01%
+106
497
$0 ﹤0.01%
+3
498
$0 ﹤0.01%
+10
499
$0 ﹤0.01%
+8
500
$0 ﹤0.01%
+3
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