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
551
$30.1K 0.01%
+650
552
$30K 0.01%
+73
553
$30K 0.01%
+765
554
$29.9K 0.01%
+580
555
$29.9K 0.01%
+3,650
556
$29.8K 0.01%
+102
557
$29.8K 0.01%
+185
558
$29.4K 0.01%
+268
559
$28.8K 0.01%
+704
560
$28.7K 0.01%
+1,476
561
$28.6K 0.01%
+321
562
$28.6K 0.01%
+539
563
$28.5K 0.01%
+4,624
564
$28.3K 0.01%
+199
565
$27.8K 0.01%
+68
566
$27.7K 0.01%
+603
567
$27.5K 0.01%
+725
568
$27.5K 0.01%
+150
569
$27.3K 0.01%
+676
570
$27.3K 0.01%
+135
571
$27.1K 0.01%
+312
572
$26.9K 0.01%
+833
573
$26.8K 0.01%
+421
574
$26.6K 0.01%
+1,065
575
$26.5K 0.01%
+921