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
426
$54.6K 0.02%
+805
427
$54.5K 0.02%
+240
428
$54.5K 0.02%
+514
429
$54.4K 0.02%
+1,613
430
$54.3K 0.02%
+931
431
$54.2K 0.02%
+1,070
432
$54K 0.02%
+805
433
$54K 0.02%
+526
434
$54K 0.02%
+3,220
435
$53.6K 0.02%
+1,303
436
$53.2K 0.02%
+660
437
$52.2K 0.02%
+1,554
438
$52.1K 0.02%
+2,323
439
$52K 0.02%
+1,435
440
$51.6K 0.02%
+440
441
$51.5K 0.02%
+1,488
442
$50.7K 0.02%
+2,292
443
$50.5K 0.02%
+1,444
444
$50.3K 0.02%
+683
445
$50.3K 0.02%
+389
446
$50.3K 0.02%
+1,264
447
$50.2K 0.02%
+545
448
$49.9K 0.02%
+1,201
449
$49.8K 0.02%
+448
450
$49.5K 0.02%
+706