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
$155M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.3M
3 +$984K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$248K
5
DEO icon
Diageo
DEO
+$224K

Top Sells

1 +$1.34M
2 +$1.33M
3 +$1.07M
4
MCD icon
McDonald's
MCD
+$262K
5
VTV icon
Vanguard Value ETF
VTV
+$212K

Sector Composition

1 Consumer Staples 27.99%
2 Healthcare 18.67%
3 Financials 16.19%
4 Industrials 7.76%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-50,750
102
-2,571
103
-26,530