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
101
$687K 0.16%
+7,102
102
$684K 0.16%
+21,852
103
$675K 0.15%
15,904
+1,013
104
$673K 0.15%
33,550
-500
105
$669K 0.15%
2,768
+17
106
$653K 0.15%
12,254
-249
107
$640K 0.15%
+26,006
108
$632K 0.14%
4,740
+500
109
$622K 0.14%
+12,375
110
$588K 0.13%
9,900
-400
111
$576K 0.13%
+4,309
112
$554K 0.13%
2,022
113
$525K 0.12%
+28,600
114
$519K 0.12%
40,150
+15,050
115
$510K 0.12%
+10,000
116
$507K 0.12%
+6,187
117
$505K 0.12%
8,782
+19
118
$494K 0.11%
4,872
-109
119
$487K 0.11%
6,200
-534
120
$474K 0.11%
17,000
+500
121
$465K 0.11%
1,713
+114
122
$465K 0.11%
12,000
123
$459K 0.1%
+23,100
124
$444K 0.1%
+8,325
125
$443K 0.1%
9,974
+24