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
$202M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.55M
3
+$2.09M
4
GILD icon
Gilead Sciences
GILD
+$380K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$318K

Top Sells

1
+$1.31M
2
+$974K
3
+$876K
4
AIG icon
American International
AIG
+$547K
5
KDP icon
Keurig Dr Pepper
KDP
+$488K

Sector Composition

1 Healthcare 19.9%
2 Consumer Staples 19.37%
3 Financials 14.63%
4 Communication Services 8.84%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.1%
559
102
$205K 0.1%
699
+228
103
$200K 0.1%
1,252
104
$174K 0.09%
14,000
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