KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
501
$1K ﹤0.01%
+12
502
$1K ﹤0.01%
+40
503
$1K ﹤0.01%
+28
504
$1K ﹤0.01%
+80
505
$1K ﹤0.01%
+73
506
$1K ﹤0.01%
+52
507
$1K ﹤0.01%
+24
508
$1K ﹤0.01%
+60
509
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+10
510
$1K ﹤0.01%
+35
511
$1K ﹤0.01%
+43
512
$1K ﹤0.01%
+133
513
$0 ﹤0.01%
+18
514
– –
-15,200
515
$0 ﹤0.01%
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516
$0 ﹤0.01%
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517
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521
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522
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523
$0 ﹤0.01%
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524
$0 ﹤0.01%
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525
$0 ﹤0.01%
+17
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