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

Top Buys

1
+$2.09M
2
+$1.97M
3
+$1.83M
4
CB
CHUBB CORPORATION
CB
+$1.64M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.55M

Top Sells

1
+$1.3M
2
+$708K
3
+$299K
4
SMB icon
VanEck Short Muni ETF
SMB
+$211K
5
CVS icon
CVS Health
CVS
+$71.4K

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%
+83
477
$1K ﹤0.01%
+60
478
$1K ﹤0.01%
+104
479
$1K ﹤0.01%
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480
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481
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482
$1K ﹤0.01%
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483
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484
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485
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+23
486
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487
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+52
488
$1K ﹤0.01%
+60
489
$1K ﹤0.01%
+10
490
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+35
491
$1K ﹤0.01%
+133
492
$1K ﹤0.01%
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+150
494
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495
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+37
496
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+68
497
$1K ﹤0.01%
+139
498
$1K ﹤0.01%
+115
499
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+41
500
$1K ﹤0.01%
+30
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