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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.53M
3
+$1.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.32%
2 Healthcare 10.43%
3 Financials 10.4%
4 Energy 10.29%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.13%
+4,716
127
$149K 0.13%
+5,713
128
$148K 0.13%
+2,270
129
$147K 0.13%
+3,954
130
$141K 0.13%
+1,397
131
$140K 0.13%
+850
132
$139K 0.12%
+2,082
133
$134K 0.12%
+2,275
134
$130K 0.12%
+2,500
135
$130K 0.12%
+15,255
136
$129K 0.12%
+12,055
137
$128K 0.11%
+2,600
138
$128K 0.11%
+1,886
139
$124K 0.11%
+2,972
140
$119K 0.11%
+1,194
141
$118K 0.11%
+1,186
142
$116K 0.1%
+1,401
143
$115K 0.1%
+2,552
144
$112K 0.1%
+1,577
145
$111K 0.1%
+1,871
146
$110K 0.1%
+3,309
147
$106K 0.09%
+1,540
148
$106K 0.09%
+1,000
149
$106K 0.09%
+3,500
150
$100K 0.09%
+1,534
4 5
6
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