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
501
$38.9K 0.01%
+80
502
$38.2K 0.01%
+1,972
503
$38K 0.01%
+2,072
504
$37.6K 0.01%
+1,532
505
$37.4K 0.01%
+444
506
$37.4K 0.01%
+1,718
507
$37.3K 0.01%
+1,100
508
$37.2K 0.01%
+344
509
$37K 0.01%
+403
510
$36.6K 0.01%
+718
511
$36.5K 0.01%
+2,066
512
$36.3K 0.01%
+811
513
$36.2K 0.01%
+2,184
514
$35.8K 0.01%
+975
515
$35.6K 0.01%
+740
516
$35.4K 0.01%
+1,666
517
$35.1K 0.01%
+468
518
$34.6K 0.01%
+1,426
519
$34.6K 0.01%
+329
520
$34.6K 0.01%
+2,465
521
$34.4K 0.01%
+369
522
$34.2K 0.01%
+2,443
523
$34.2K 0.01%
+349
524
$34.2K 0.01%
+983
525
$34.1K 0.01%
+349