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
626
$21.4K 0.01%
+2,817
627
$21.4K 0.01%
+660
628
$21.3K 0.01%
+309
629
$21.2K 0.01%
+38
630
$21.1K 0.01%
+858
631
$21.1K 0.01%
+327
632
$21.1K 0.01%
+406
633
$21K 0.01%
+41
634
$20.9K 0.01%
+1,923
635
$20.9K 0.01%
+1,608
636
$20.7K 0.01%
+1,220
637
$20.6K 0.01%
+114
638
$20.5K 0.01%
+185
639
$20.4K 0.01%
+203
640
$20.4K 0.01%
+129
641
$20.2K 0.01%
+395
642
$20.1K 0.01%
+2,168
643
$20.1K 0.01%
+34
644
$20.1K 0.01%
+544
645
$20.1K 0.01%
+290
646
$20K 0.01%
+259
647
$19.9K 0.01%
+164
648
$19.8K 0.01%
+488
649
$19.8K 0.01%
+266
650
$19.7K 0.01%
+251