HGERS

Householder Group Estate & Retirement Specialist Portfolio holdings

AUM $134M
1-Year Est. Return 22.36%
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,302
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$12.6M
3 +$10.6M
4
AAPL icon
Apple
AAPL
+$9.46M
5
DBRG icon
DigitalBridge
DBRG
+$9.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11%
2 Technology 8.06%
3 Healthcare 5.54%
4 Consumer Staples 5.44%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$62.6K 0.02%
+780
402
$62.5K 0.02%
+203
403
$61.3K 0.02%
+2,562
404
$61.1K 0.02%
+2,400
405
$60.4K 0.02%
+5,128
406
$60.1K 0.02%
+491
407
$59.9K 0.02%
+867
408
$59.9K 0.02%
+5,000
409
$59.7K 0.02%
+411
410
$59.6K 0.02%
+4,001
411
$59.4K 0.02%
+373
412
$58.5K 0.02%
+506
413
$58.4K 0.02%
+2,523
414
$58.1K 0.02%
+576
415
$57.5K 0.02%
+360
416
$57.3K 0.02%
+4,724
417
$56.9K 0.02%
+640
418
$56.4K 0.02%
+4,472
419
$56.3K 0.02%
+1,457
420
$56K 0.02%
+340
421
$56K 0.02%
+852
422
$55.9K 0.02%
+713
423
$55.6K 0.02%
+971
424
$55.5K 0.02%
+8,299
425
$54.9K 0.02%
+730