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
201
$44K 0.04%
+401
202
$43K 0.04%
+468
203
$42K 0.04%
+500
204
$42K 0.04%
+6,000
205
$39K 0.03%
+442
206
$39K 0.03%
+500
207
$39K 0.03%
+600
208
$38K 0.03%
+597
209
$38K 0.03%
+730
210
$36K 0.03%
+810
211
$36K 0.03%
+1,500
212
$35K 0.03%
+425
213
$34K 0.03%
+256
214
$34K 0.03%
+550
215
$33K 0.03%
+175
216
$32K 0.03%
+1,725
217
$32K 0.03%
+1,125
218
$32K 0.03%
+700
219
$31K 0.03%
+550
220
$30K 0.03%
+1,000
221
$30K 0.03%
+1,566
222
$29K 0.03%
+1,000
223
$28K 0.03%
+460
224
$28K 0.03%
+167
225
$27K 0.02%
+600
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9
10 11