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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$777K
3
+$775K
4
SYY icon
Sysco
SYY
+$748K
5
BNS icon
Scotiabank
BNS
+$723K

Top Sells

1
+$907K
2
+$269K
3
+$257K
4
WW
WW International
WW
+$209K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
39
+36
477
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13
478
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40
+4
479
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17
480
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+48
481
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76
482
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118
-53
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+89
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485
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-18
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52
492
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-25
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41
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126
498
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27
499
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62
-3
500
$1K ﹤0.01%
36
18 19
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