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

Top Buys

1
+$1.05M
2
+$784K
3
+$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1
+$977K
2
+$274K
3
+$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
39
+36
502
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13
503
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40
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505
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506
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507
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118
-53
508
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509
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510
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511
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519
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59
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522
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+22
523
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69
-37
524
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72
+29
525
$0 ﹤0.01%
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