KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $696M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Sells

1 +$369K
2 +$205K
3 +$203K
4
T icon
AT&T
T
+$197K
5
NVDA icon
NVIDIA
NVDA
+$116K

Sector Composition

1 Healthcare 17.76%
2 Technology 12.73%
3 Financials 10.64%
4 Consumer Staples 10.37%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$243K 0.06%
+12,300
152
$242K 0.06%
570
153
$239K 0.05%
5,250
154
$231K 0.05%
5,420
-1,375
155
$225K 0.05%
3,042
156
$225K 0.05%
+12,500
157
$223K 0.05%
4,832
158
$209K 0.05%
+1,032
159
$208K 0.05%
+1,440
160
$207K 0.05%
+14,000
161
$207K 0.05%
1,574
162
$207K 0.05%
1,100
163
$207K 0.05%
+1,191
164
$205K 0.05%
11,056
-4,400
165
$204K 0.05%
+1,750
166
$203K 0.05%
5,740
167
$202K 0.05%
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168
$188K 0.04%
12,474
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169
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17,078
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170
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+10,000
171
$146K 0.03%
14,102
+2
172
$7K ﹤0.01%
1,050
173
-840
174
-5,567