KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $798M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$2.42M
3 +$1.95M
4
MNR
Monmouth Real Estate Investment Corp
MNR
+$1.21M
5
EBAY icon
eBay
EBAY
+$1.15M

Top Sells

1 +$2.43M
2 +$736K
3 +$566K
4
GFF icon
Griffon
GFF
+$434K
5
WES icon
Western Midstream Partners
WES
+$352K

Sector Composition

1 Healthcare 18.61%
2 Consumer Staples 15.91%
3 Financials 12.6%
4 Communication Services 8.22%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,780
177
-150
178
-250
179
-113
180
-245
181
-2,000
182
-240
183
-14
184
-3,746
185
-4,635
186
-974
187
-700
188
-347
189
-19
190
-151
191
-350
192
-175
193
-35
194
-1,244
195
-650
196
-367
197
-100
198
-66
199
-68
200
-551