KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $696M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Sells

1 +$369K
2 +$205K
3 +$203K
4
T icon
AT&T
T
+$197K
5
NVDA icon
NVIDIA
NVDA
+$116K

Sector Composition

1 Healthcare 17.76%
2 Technology 12.73%
3 Financials 10.64%
4 Consumer Staples 10.37%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.61M 0.6%
10,045
+4,774
52
$2.55M 0.58%
32,500
-850
53
$2.55M 0.58%
124,898
-9,640
54
$2.41M 0.55%
16,447
-479
55
$2.38M 0.54%
49,882
+2,132
56
$2.35M 0.54%
12,311
+255
57
$2.21M 0.5%
42,185
-250
58
$2.17M 0.49%
16,016
59
$2.17M 0.49%
30,695
-244
60
$2.07M 0.47%
9,462
-4
61
$2.07M 0.47%
21,797
-175
62
$2.02M 0.46%
10,077
-450
63
$2.01M 0.46%
81,546
+20,250
64
$1.98M 0.45%
37,739
-66
65
$1.92M 0.44%
12,747
+2,503
66
$1.8M 0.41%
33,028
+97
67
$1.74M 0.4%
38,304
-1,542
68
$1.71M 0.39%
41,645
-9,000
69
$1.67M 0.38%
26,901
-800
70
$1.64M 0.37%
142,427
-3,300
71
$1.6M 0.37%
123,240
72
$1.56M 0.36%
36,375
+309
73
$1.56M 0.36%
72,640
+1,568
74
$1.49M 0.34%
31,610
+86
75
$1.49M 0.34%
34,298