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
526
$34.1K 0.01%
+1,090
527
$34K 0.01%
+174
528
$33.9K 0.01%
+1,116
529
$33.6K 0.01%
+195
530
$33.6K 0.01%
+555
531
$33.5K 0.01%
+319
532
$33.5K 0.01%
+437
533
$33.4K 0.01%
+220
534
$33.2K 0.01%
+423
535
$33K 0.01%
+115
536
$32.4K 0.01%
+929
537
$32.4K 0.01%
+209
538
$32.4K 0.01%
+668
539
$32.3K 0.01%
+586
540
$32.3K 0.01%
+120
541
$32.2K 0.01%
+1,251
542
$31.2K 0.01%
+71
543
$31.1K 0.01%
+741
544
$31K 0.01%
+144
545
$31K 0.01%
+541
546
$31K 0.01%
+1,056
547
$30.6K 0.01%
+614
548
$30.6K 0.01%
+1,110
549
$30.4K 0.01%
+351
550
$30.2K 0.01%
+69