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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$784K
3
+$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1
+$977K
2
+$274K
3
+$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$166K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$73K 0.06%
6,021
+960
177
$73K 0.06%
1,139
+8
178
$73K 0.06%
1,100
179
$72K 0.06%
8,000
180
$72K 0.06%
7,000
181
$71K 0.06%
1,013
+275
182
$70K 0.06%
958
183
$70K 0.06%
1,496
184
$70K 0.06%
2,000
185
$69K 0.06%
+1,000
186
$67K 0.06%
5,000
187
$62K 0.05%
1,068
+12
188
$62K 0.05%
2,758
-4,104
189
$61K 0.05%
1,885
190
$59K 0.05%
1,005
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191
$58K 0.05%
1,000
192
$57K 0.05%
2,000
193
$56K 0.05%
649
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194
$55K 0.05%
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195
$55K 0.05%
300
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196
$50K 0.04%
5,000
197
$50K 0.04%
500
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198
$50K 0.04%
517
199
$50K 0.04%
500
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200
$48K 0.04%
2,250
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8
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