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
$254M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$771K
4
DOW icon
Dow Inc
DOW
+$608K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K

Top Sells

1
+$1.3M
2
+$609K
3
+$518K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$511K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Sector Composition

1 Healthcare 18.97%
2 Consumer Staples 16.06%
3 Financials 11.37%
4 Communication Services 7.78%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+1
477
$2K ﹤0.01%
+50
478
$2K ﹤0.01%
+40
479
$2K ﹤0.01%
+29
480
$1K ﹤0.01%
+25
481
$1K ﹤0.01%
+4,500
482
$1K ﹤0.01%
+20
483
$1K ﹤0.01%
+200
484
$1K ﹤0.01%
+15
485
$1K ﹤0.01%
+21
486
$1K ﹤0.01%
+14
487
$1K ﹤0.01%
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488
$1K ﹤0.01%
+14
489
$1K ﹤0.01%
+9
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$1K ﹤0.01%
+93
491
$1K ﹤0.01%
+45
492
$1K ﹤0.01%
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495
$1K ﹤0.01%
+48
496
$1K ﹤0.01%
+22
497
$1K ﹤0.01%
+12
498
$1K ﹤0.01%
+24
499
$1K ﹤0.01%
+14
500
$1K ﹤0.01%
+14
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