KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$696M
1-Year Return
13.64%
This Quarter Return
+1.31%
1 Year Return
+13.64%
3 Year Return
+58.99%
5 Year Return
+110.24%
10 Year Return
+212.14%
AUM
$121M
AUM Growth
+$9.2M
(+8.2%)
Cap. Flow
+$7.69M
Cap. Flow
% of AUM
6.36%
Top 10 Holdings %
Top 10 Hldgs %
17.05%
Holding
617
New
77
Increased
126
Reduced
113
Closed
42
Top Buys
| 1 |
AHL
ASPEN Insurance Holding Limited
AHL
|
$1.05M |
| 2 |
ABB
ABB Ltd.
ABB
|
$784K |
| 3 |
KSU
Kansas City Southern
KSU
|
$769K |
| 4 |
Sysco
SYY
|
$752K |
| 5 |
Scotiabank
BNS
|
$727K |
Top Sells
| 1 |
Keurig Dr Pepper
KDP
|
$977K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$274K |
| 3 |
B
Barrick Mining Corporation
B
|
$186K |
| 4 |
WW
WW International
WW
|
$169K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$166K |
Sector Composition
| 1 | Consumer Staples | 19.05% |
| 2 | Financials | 11.57% |
| 3 | Healthcare | 10.63% |
| 4 | Energy | 9.43% |
| 5 | Industrials | 7.94% |
