KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $696M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
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
1
$2.69M 2.41%
+33,008
2
$2.53M 2.26%
+61,333
3
$1.98M 1.77%
+98,840
4
$1.97M 1.76%
+16,608
5
$1.91M 1.71%
+25,421
6
$1.89M 1.69%
+14,287
7
$1.68M 1.5%
+63,193
8
$1.68M 1.5%
+42,186
9
$1.66M 1.48%
+18,075
10
$1.64M 1.46%
+46,356
11
$1.63M 1.46%
+15,325
12
$1.63M 1.46%
+18,698
13
$1.43M 1.28%
+14,737
14
$1.38M 1.23%
+10,248
15
$1.38M 1.23%
+13,602
16
$1.34M 1.2%
+110,951
17
$1.33M 1.19%
+23,877
18
$1.33M 1.19%
+13,760
19
$1.32M 1.18%
+18,642
20
$1.32M 1.18%
+34,405
21
$1.31M 1.17%
+52,340
22
$1.29M 1.16%
+11,031
23
$1.26M 1.13%
+83,357
24
$1.26M 1.12%
+30,425
25
$1.22M 1.09%
+15,248
1
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