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
151
$99K 0.09%
+985
152
$97K 0.09%
+2,287
153
$96K 0.09%
+1,400
154
$96K 0.09%
+1,500
155
$94K 0.08%
+3,899
156
$89K 0.08%
+1,500
157
$87K 0.08%
+3,463
158
$84K 0.08%
+1,650
159
$83K 0.07%
+1,098
160
$83K 0.07%
+913
161
$83K 0.07%
+1,833
162
$79K 0.07%
+2,031
163
$79K 0.07%
+1,100
164
$77K 0.07%
+1,200
165
$77K 0.07%
+1,002
166
$77K 0.07%
+1,131
167
$76K 0.07%
+1,400
168
$74K 0.07%
+400
169
$73K 0.07%
+3,208
170
$72K 0.06%
+894
171
$71K 0.06%
+524
172
$71K 0.06%
+8,000
173
$69K 0.06%
+7,000
174
$69K 0.06%
+958
175
$67K 0.06%
+1,496
5 6
7
8 9