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
$461M
AUM Growth
-$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.19M
3 +$847K
4
AEP icon
American Electric Power
AEP
+$737K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$676K

Top Sells

1 +$2.1M
2 +$1.03M
3 +$706K
4
TSLA icon
Tesla
TSLA
+$601K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$385K

Sector Composition

1 Healthcare 15.44%
2 Technology 12.39%
3 Financials 9.84%
4 Consumer Staples 9.78%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.86M 0.62%
28,572
+160
52
$2.61M 0.57%
32,906
+3,045
53
$2.58M 0.56%
66,597
+4,250
54
$2.57M 0.56%
9,747
+50
55
$2.56M 0.56%
9,404
+84
56
$2.56M 0.55%
31,531
-1,043
57
$2.44M 0.53%
85,325
-587
58
$2.42M 0.53%
47,028
+7,506
59
$2.38M 0.52%
73,323
-4,366
60
$2.15M 0.47%
8,924
61
$2.04M 0.44%
4,739
+2,858
62
$2.03M 0.44%
17,238
-163
63
$1.97M 0.43%
35,183
-24
64
$1.88M 0.41%
28,509
-400
65
$1.84M 0.4%
28,502
-981
66
$1.83M 0.4%
50,475
+1,107
67
$1.83M 0.4%
4,846
+950
68
$1.79M 0.39%
14,723
-771
69
$1.69M 0.37%
33,685
70
$1.64M 0.36%
9,885
+1,281
71
$1.58M 0.34%
17,114
-75
72
$1.52M 0.33%
8,591
-67
73
$1.51M 0.33%
14,689
-354
74
$1.49M 0.32%
7,035
+421
75
$1.44M 0.31%
20,839
-1,245