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

Top Buys

1
+$2.69M
2
+$2.53M
3
+$1.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

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
51
$923K 0.83%
+18,579
52
$918K 0.82%
+22,746
53
$893K 0.8%
+24,722
54
$877K 0.79%
+12,426
55
$853K 0.76%
+27,657
56
$843K 0.75%
+25,432
57
$835K 0.75%
+32,697
58
$813K 0.73%
+17,400
59
$804K 0.72%
+14,020
60
$776K 0.69%
+14,500
61
$772K 0.69%
+15,250
62
$766K 0.69%
+15,032
63
$765K 0.68%
+14,502
64
$761K 0.68%
+26,575
65
$734K 0.66%
+14,941
66
$714K 0.64%
+27,258
67
$684K 0.61%
+6,624
68
$681K 0.61%
+23,464
69
$675K 0.6%
+5,820
70
$660K 0.59%
+15,250
71
$656K 0.59%
+8,200
72
$634K 0.57%
+18,100
73
$592K 0.53%
+11,886
74
$578K 0.52%
+25,782
75
$577K 0.52%
+4,954
1 2
3
4 5