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
$469M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.13M
3
+$965K
4
PXD
Pioneer Natural Resource Co.
PXD
+$726K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$582K

Top Sells

1
+$2.63M
2
+$2.53M
3
+$1.76M
4
MU icon
Micron Technology
MU
+$1.44M
5
IRM icon
Iron Mountain
IRM
+$1.13M

Sector Composition

1 Healthcare 15.53%
2 Technology 13.25%
3 Consumer Staples 10.08%
4 Financials 9.78%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
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