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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.44M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M

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%
+83
477
$1K ﹤0.01%
+22
478
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+28
479
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+36
480
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+4
481
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+44
482
$1K ﹤0.01%
+51
483
$1K ﹤0.01%
+23
484
$1K ﹤0.01%
+22
485
$1K ﹤0.01%
+44
486
$1K ﹤0.01%
+51
487
$1K ﹤0.01%
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488
$1K ﹤0.01%
+25
489
$1K ﹤0.01%
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490
$1K ﹤0.01%
+40
491
$1K ﹤0.01%
+134
492
$1K ﹤0.01%
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493
$1K ﹤0.01%
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494
$1K ﹤0.01%
+366
495
$1K ﹤0.01%
+5
496
$1K ﹤0.01%
+50
497
$0 ﹤0.01%
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498
$0 ﹤0.01%
+10
499
$0 ﹤0.01%
+8
500
$0 ﹤0.01%
+7
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