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
76
$569K 0.51%
+8,530
77
$567K 0.51%
+15,163
78
$557K 0.5%
+10,996
79
$554K 0.5%
+8,750
80
$548K 0.49%
+57,213
81
$548K 0.49%
+13,764
82
$545K 0.49%
+12,900
83
$535K 0.48%
+16,250
84
$514K 0.46%
+11,850
85
$514K 0.46%
+10,748
86
$512K 0.46%
+13,582
87
$503K 0.45%
+8,792
88
$500K 0.45%
+19,250
89
$472K 0.42%
+9,000
90
$466K 0.42%
+5,668
91
$462K 0.41%
+7,914
92
$450K 0.4%
+8,350
93
$443K 0.4%
+6,197
94
$410K 0.37%
+16,061
95
$364K 0.33%
+4,765
96
$357K 0.32%
+13,777
97
$344K 0.31%
+7,409
98
$329K 0.29%
+5,738
99
$308K 0.28%
+3,427
100
$296K 0.27%
+12,069
2 3
4
5 6