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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$153K 0.1%
+1,591
127
$150K 0.1%
+3,124
128
$150K 0.1%
+5,660
129
$148K 0.1%
+1,060
130
$148K 0.1%
+2,643
131
$130K 0.09%
+2,000
132
$130K 0.09%
+1,767
133
$130K 0.09%
+2,420
134
$130K 0.09%
+4,184
135
$129K 0.09%
+5,000
136
$121K 0.08%
+1,145
137
$114K 0.08%
+225
138
$111K 0.08%
+1,753
139
$111K 0.08%
+903
140
$106K 0.07%
+1,505
141
$105K 0.07%
+3,024
142
$105K 0.07%
+1,000
143
$104K 0.07%
+1,116
144
$103K 0.07%
+925
145
$102K 0.07%
+1,971
146
$94K 0.06%
+2,434
147
$94K 0.06%
+2,463
148
$94K 0.06%
+1,506
149
$93K 0.06%
+1,201
150
$90K 0.06%
+1,016
4 5
6
7 8