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
576
$26.1K 0.01%
+621
577
$26K 0.01%
+469
578
$25.9K 0.01%
+1,049
579
$25.8K 0.01%
+291
580
$25.8K 0.01%
+379
581
$25.8K 0.01%
+5,000
582
$25.7K 0.01%
+479
583
$25.7K 0.01%
+7,600
584
$25.5K 0.01%
+745
585
$25.4K 0.01%
+10
586
$25.4K 0.01%
+569
587
$25.3K 0.01%
+161
588
$25.3K 0.01%
+1,500
589
$25.1K 0.01%
+96
590
$24.9K 0.01%
+172
591
$24.7K 0.01%
+1,166
592
$24.7K 0.01%
+673
593
$24.5K 0.01%
+1,030
594
$24.2K 0.01%
+150
595
$24.2K 0.01%
+654
596
$24.1K 0.01%
+432
597
$23.9K 0.01%
+436
598
$23.8K 0.01%
+97
599
$23.7K 0.01%
+1,000
600
$23.5K 0.01%
+446