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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.44M
3 +$1.92M
4
AAPL icon
Apple
AAPL
+$1.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.32%
2 Healthcare 10.43%
3 Financials 10.4%
4 Energy 10.29%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
+3
527
$0 ﹤0.01%
+35
528
$0 ﹤0.01%
+26
529
$0 ﹤0.01%
+37
530
$0 ﹤0.01%
+49
531
$0 ﹤0.01%
+41
532
$0 ﹤0.01%
+212
533
$0 ﹤0.01%
+3
534
$0 ﹤0.01%
+11
535
$0 ﹤0.01%
+17
536
$0 ﹤0.01%
+44
537
$0 ﹤0.01%
+7
538
$0 ﹤0.01%
+8
539
$0 ﹤0.01%
+10
540
$0 ﹤0.01%
+3