KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$696M
1-Year Return
13.64%
This Quarter Return
-0.41%
1 Year Return
+13.64%
3 Year Return
+58.99%
5 Year Return
+110.24%
10 Year Return
+212.14%
AUM
$600M
AUM Growth
+$8.26M
(+1.4%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
190
New
15
Increased
69
Reduced
43
Closed
13
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$7.98M |
| 2 |
Uber
UBER
|
$2.72M |
| 3 |
First Busey Corp
BUSE
|
$1.8M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.79M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.36M |
Top Sells
| 1 |
Euronet Worldwide
EEFT
|
$1.93M |
| 2 |
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
|
$1.92M |
| 3 |
Edwards Lifesciences
EW
|
$703K |
| 4 |
NBXG
Neuberger Berman Next Generation Connectivity Fund
NBXG
|
$403K |
| 5 |
Inspire 100 ETF
BIBL
|
$338K |
Sector Composition
| 1 | Technology | 14.45% |
| 2 | Financials | 13.42% |
| 3 | Healthcare | 12.24% |
| 4 | Consumer Staples | 8.51% |
| 5 | Consumer Discretionary | 5.99% |
