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
601
$23.5K 0.01%
+1,200
602
$23.3K 0.01%
+2,166
603
$23.3K 0.01%
+483
604
$23.1K 0.01%
+1,747
605
$23.1K 0.01%
+1,161
606
$23.1K 0.01%
+650
607
$23.1K 0.01%
+45
608
$23K 0.01%
+490
609
$22.9K 0.01%
+347
610
$22.9K 0.01%
+1,526
611
$22.9K 0.01%
+714
612
$22.7K 0.01%
+1,080
613
$22.6K 0.01%
+379
614
$22.5K 0.01%
+404
615
$22.5K 0.01%
+567
616
$22.3K 0.01%
+1,195
617
$22.2K 0.01%
+1,338
618
$22.2K 0.01%
+675
619
$22.2K 0.01%
+449
620
$22.1K 0.01%
+827
621
$22K 0.01%
+1,276
622
$21.9K 0.01%
+2,867
623
$21.9K 0.01%
+910
624
$21.9K 0.01%
+232
625
$21.6K 0.01%
+59