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
$434M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.1M
3
+$2.09M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Top Sells

1
+$6.38M
2
+$1.59M
3
+$1.02M
4
NBXG
Neuberger Next Generation Connectivity Fund Inc
NBXG
+$737K
5
VZ icon
Verizon
VZ
+$707K

Sector Composition

1 Healthcare 17.82%
2 Technology 11.47%
3 Consumer Staples 10.64%
4 Financials 10.32%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-20,200
152
– –
-1,648
153
– –
-62,975
3 4 5 6
7