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
101
$281K 0.25%
+3,546
102
$261K 0.23%
+4,925
103
$259K 0.23%
+21,000
104
$246K 0.22%
+3,752
105
$244K 0.22%
+4,890
106
$240K 0.21%
+8,589
107
$238K 0.21%
+13,514
108
$238K 0.21%
+5,801
109
$233K 0.21%
+1,867
110
$226K 0.2%
+4,740
111
$223K 0.2%
+17,024
112
$221K 0.2%
+5,656
113
$219K 0.2%
+1,188
114
$218K 0.2%
+2,600
115
$217K 0.19%
+17,430
116
$217K 0.19%
+3,100
117
$207K 0.19%
+13,134
118
$204K 0.18%
+3,064
119
$201K 0.18%
+5,698
120
$188K 0.17%
+4,100
121
$184K 0.16%
+2,074
122
$177K 0.16%
+11,390
123
$177K 0.16%
+1
124
$174K 0.16%
+7,544
125
$170K 0.15%
+6,862
3 4
5
6 7