KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$696M
This Quarter Return
+5.74%
1 Year Return
+13.64%
3 Year Return
+58.99%
5 Year Return
+110.24%
10 Year Return
+212.14%
AUM
$371M
AUM Growth
+$23.4M
(+6.7%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
32.52%
Holding
162
New
10
Increased
57
Reduced
54
Closed
20
Top Buys
| 1 |
Alexandria Real Estate Equities
ARE
|
$1.74M |
| 2 |
O'Reilly Automotive
ORLY
|
$1.61M |
| 3 |
Costco
COST
|
$1.59M |
| 4 |
Visa
V
|
$1.43M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.22M |
Top Sells
Sector Composition
| 1 | Healthcare | 17.22% |
| 2 | Technology | 12.52% |
| 3 | Consumer Staples | 11.16% |
| 4 | Financials | 10.85% |
| 5 | Communication Services | 7.23% |
