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
$147M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.81M
4
CB
CHUBB CORPORATION
CB
+$1.58M
5
AHL
ASPEN Insurance Holding Limited
AHL
+$1.56M

Top Sells

1
+$1.3M
2
+$972K
3
+$708K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$299K
5
SMB icon
VanEck Short Muni ETF
SMB
+$211K

Sector Composition

1 Consumer Staples 19.81%
2 Financials 15.28%
3 Healthcare 14.73%
4 Industrials 8.26%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54K 0.04%
+1,005
177
$53K 0.04%
+455
178
$52K 0.04%
+2,400
179
$50K 0.03%
+2,346
180
$50K 0.03%
+500
181
$50K 0.03%
+517
182
$50K 0.03%
+500
183
$49K 0.03%
+502
184
$48K 0.03%
+5,000
185
$48K 0.03%
+1,100
186
$47K 0.03%
+2,250
187
$47K 0.03%
+751
188
$47K 0.03%
+324
189
$44K 0.03%
+3,000
190
$43K 0.03%
+1,021
191
$42K 0.03%
+425
192
$42K 0.03%
+400
193
$41K 0.03%
+388
194
$41K 0.03%
+3,000
195
$41K 0.03%
+750
196
$39K 0.03%
+3,000
197
$39K 0.03%
+600
198
$39K 0.03%
+386
199
$39K 0.03%
+500
200
$38K 0.03%
+730
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