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
76
$1.46M 0.33%
20,925
-250
77
$1.45M 0.33%
6,547
-99
78
$1.38M 0.31%
20,865
79
$1.33M 0.3%
22,654
+27
80
$1.32M 0.3%
17,641
+275
81
$1.29M 0.29%
63,400
+25,000
82
$1.25M 0.29%
24,790
83
$1.24M 0.28%
20,283
+321
84
$1.22M 0.28%
24,381
85
$1.18M 0.27%
4,569
86
$1.17M 0.27%
62,655
87
$1.17M 0.27%
22,190
88
$1.16M 0.26%
49,550
-1,000
89
$1.07M 0.24%
39,750
90
$1.06M 0.24%
8,633
91
$1.02M 0.23%
3,003
92
$989K 0.23%
15,332
+2,032
93
$978K 0.22%
39,519
94
$881K 0.2%
2,053
-112
95
$860K 0.2%
31,457
-400
96
$850K 0.19%
+17,100
97
$796K 0.18%
11,233
-250
98
$774K 0.18%
+78,475
99
$751K 0.17%
17,875
100
$708K 0.16%
7,259
+2