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
$461M
AUM Growth
-$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.19M
3 +$847K
4
AEP icon
American Electric Power
AEP
+$737K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$676K

Top Sells

1 +$2.1M
2 +$1.03M
3 +$706K
4
TSLA icon
Tesla
TSLA
+$601K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$385K

Sector Composition

1 Healthcare 15.44%
2 Technology 12.39%
3 Financials 9.84%
4 Consumer Staples 9.78%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$200K 0.04%
+65
152
$179K 0.04%
12,266
+39
153
$142K 0.03%
14,000
154
$63.2K 0.01%
+10,250
155
-1,791
156
-3,603
157
-962
158
-11,500
159
-11,554
160
-2,208
161
-5,750
162
-39,935