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
451
$48.5K 0.02%
+593
452
$48.5K 0.02%
+446
453
$47.9K 0.02%
+2,010
454
$47.7K 0.02%
+128
455
$47K 0.02%
+467
456
$46.8K 0.02%
+930
457
$46.7K 0.02%
+1,045
458
$46.6K 0.02%
+1,074
459
$46.5K 0.02%
+947
460
$46.4K 0.02%
+841
461
$46.2K 0.02%
+2,269
462
$46K 0.02%
+447
463
$45.5K 0.02%
+806
464
$45.2K 0.02%
+520
465
$45K 0.02%
+251
466
$44.8K 0.02%
+3,268
467
$44.7K 0.02%
+1,310
468
$44.7K 0.02%
+481
469
$44.4K 0.02%
+300
470
$43.5K 0.02%
+3,960
471
$43.4K 0.02%
+962
472
$43.1K 0.02%
+938
473
$43.1K 0.02%
+552
474
$43K 0.02%
+328
475
$43K 0.02%
+257