KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $750M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.53M
3
+$1.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.32%
2 Healthcare 10.43%
3 Financials 10.4%
4 Energy 10.29%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.06%
+312
177
$66K 0.06%
+2,000
178
$64K 0.06%
+5,000
179
$63K 0.06%
+1,000
180
$61K 0.05%
+5,061
181
$61K 0.05%
+1,505
182
$58K 0.05%
+1,885
183
$57K 0.05%
+10,920
184
$56K 0.05%
+1,373
185
$56K 0.05%
+1,000
186
$55K 0.05%
+738
187
$55K 0.05%
+1,290
188
$55K 0.05%
+2,186
189
$54K 0.05%
+2,000
190
$54K 0.05%
+517
191
$53K 0.05%
+1,056
192
$51K 0.05%
+597
193
$50K 0.04%
+5,000
194
$49K 0.04%
+625
195
$49K 0.04%
+1,258
196
$48K 0.04%
+2,250
197
$48K 0.04%
+650
198
$47K 0.04%
+750
199
$44K 0.04%
+387
200
$44K 0.04%
+901
6 7
8
9 10