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
$895M
AUM Growth
+$434M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$25.2M
3 +$24.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$20.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$16.1M

Top Sells

1 +$7.78M
2 +$4.56M
3 +$1.19M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$1.11M
5
AIG icon
American International
AIG
+$676K

Sector Composition

1 Healthcare 15.76%
2 Technology 11.6%
3 Consumer Staples 9.35%
4 Financials 8.52%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1,000K 0.11%
68,250
+15,817
102
$982K 0.11%
+15,708
103
$970K 0.11%
27,396
+13,610
104
$955K 0.11%
15,314
-1,667
105
$913K 0.1%
1,734
+867
106
$865K 0.1%
631,272
+312,636
107
$809K 0.09%
23,780
+11,890
108
$777K 0.09%
9,568
-235
109
$776K 0.09%
10,304
+5,663
110
$757K 0.08%
1,556
+778
111
$757K 0.08%
3,548
+1,766
112
$757K 0.08%
1,848
+961
113
$752K 0.08%
1,139
114
$730K 0.08%
11,462
+5,731
115
$726K 0.08%
14,346
+133
116
$716K 0.08%
16,976
+8,488
117
$715K 0.08%
5,475
+3,650
118
$713K 0.08%
18,116
+5,841
119
$700K 0.08%
20,790
+10,296
120
$666K 0.07%
8,044
+4,022
121
$620K 0.07%
2,356
+1,178
122
$616K 0.07%
9,958
+3,778
123
$610K 0.07%
7,302
124
$588K 0.07%
7,560
+3,530
125
$581K 0.06%
8,300
+4,150