KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $725M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.19M
3
+$2.11M
4
CAT icon
Caterpillar
CAT
+$1.76M
5
BX icon
Blackstone
BX
+$1.52M

Top Sells

1
+$7.32M
2
+$7.31M
3
+$1.27M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$1.01M
5
YUM icon
Yum! Brands
YUM
+$907K

Sector Composition

1 Healthcare 17.97%
2 Technology 12.49%
3 Consumer Staples 10.57%
4 Financials 10.06%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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