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
$600M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.72M
3
+$1.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.79M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.36M

Top Sells

1
+$1.93M
2
+$1.92M
3
+$703K
4
NBXG
Neuberger Next Generation Connectivity Fund Inc
NBXG
+$403K
5
BIBL icon
Inspire 100 ETF
BIBL
+$338K

Sector Composition

1 Technology 14.45%
2 Financials 13.42%
3 Healthcare 12.24%
4 Consumer Staples 8.51%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$181K 0.03%
41,145
177
$10.1K ﹤0.01%
1,000
+500
178
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-703
179
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-9,497
180
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-126,750
181
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-789
182
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-1,716
183
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-8,700
184
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-3,800
185
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-608
186
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-7,750
187
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-31,647
188
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-1,382
189
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-1,849
190
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-11,964
4 5 6 7
8