KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.74M
3 +$632K
4
TMO icon
Thermo Fisher Scientific
TMO
+$523K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$348K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$1.12M
4
XYL icon
Xylem
XYL
+$976K
5
FAST icon
Fastenal
FAST
+$555K

Sector Composition

1 Consumer Staples 25.91%
2 Financials 19.35%
3 Healthcare 16.39%
4 Communication Services 8.38%
5 Technology 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,600
102
-24,074