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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+35
477
$1K ﹤0.01%
+102
478
$1K ﹤0.01%
+35
479
$1K ﹤0.01%
+74
480
$1K ﹤0.01%
+37
481
$1K ﹤0.01%
+100
482
$1K ﹤0.01%
+91
483
$1K ﹤0.01%
+50
484
$1K ﹤0.01%
+37
485
$1K ﹤0.01%
+64
486
$1K ﹤0.01%
+12
487
$1K ﹤0.01%
+29
488
$1K ﹤0.01%
+36
489
$1K ﹤0.01%
+24
490
$1K ﹤0.01%
+28
491
$1K ﹤0.01%
+100
492
$1K ﹤0.01%
+39
493
$1K ﹤0.01%
+26
494
$1K ﹤0.01%
+100
495
$1K ﹤0.01%
+60
496
$1K ﹤0.01%
+91
497
$1K ﹤0.01%
+44
498
$1K ﹤0.01%
+22
499
$1K ﹤0.01%
+200
500
$1K ﹤0.01%
+55
18 19
20
21 22