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
476
$42.9K 0.02%
+506
477
$42.9K 0.02%
+2,424
478
$42.5K 0.02%
+2,577
479
$42.5K 0.02%
+527
480
$42.4K 0.02%
+553
481
$42.4K 0.02%
+1,263
482
$42.2K 0.02%
+2,452
483
$42K 0.02%
+372
484
$41.7K 0.02%
+3,255
485
$41.4K 0.01%
+2,419
486
$41.3K 0.01%
+176
487
$41.3K 0.01%
+1,526
488
$41.3K 0.01%
+595
489
$41.2K 0.01%
+414
490
$41K 0.01%
+2,737
491
$41K 0.01%
+500
492
$40.9K 0.01%
+1,701
493
$40.8K 0.01%
+332
494
$40.7K 0.01%
+530
495
$40.5K 0.01%
+828
496
$40.4K 0.01%
+619
497
$40.3K 0.01%
+335
498
$40.2K 0.01%
+616
499
$40.1K 0.01%
+230
500
$39.1K 0.01%
+287