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
151
$87K 0.06%
+500
152
$87K 0.06%
+1,550
153
$86K 0.06%
+1,400
154
$84K 0.06%
+1,009
155
$80K 0.05%
+1,002
156
$80K 0.05%
+1,200
157
$78K 0.05%
+900
158
$75K 0.05%
+1,885
159
$74K 0.05%
+534
160
$74K 0.05%
+997
161
$73K 0.05%
+355
162
$73K 0.05%
+958
163
$72K 0.05%
+2,999
164
$69K 0.05%
+1,000
165
$69K 0.05%
+1,000
166
$65K 0.04%
+2,000
167
$63K 0.04%
+951
168
$63K 0.04%
+1,900
169
$63K 0.04%
+1,800
170
$62K 0.04%
+4,893
171
$61K 0.04%
+300
172
$59K 0.04%
+478
173
$57K 0.04%
+1,000
174
$56K 0.04%
+3,135
175
$55K 0.04%
+3,000
5 6
7
8 9