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
$336M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.94M
3
+$1.91M
4
IYW icon
iShares US Technology ETF
IYW
+$1.82M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.35M

Top Sells

1
+$1.47M
2
+$1.16M
3
+$750K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$700K
5
PSI icon
Invesco Semiconductors ETF
PSI
+$471K

Sector Composition

1 Financials 10.09%
2 Technology 9.42%
3 Consumer Staples 5.79%
4 Healthcare 5.22%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$24.8K 0.01%
1,237
+10
627
$24.6K 0.01%
1,276
628
$24.6K 0.01%
242
629
$24.5K 0.01%
1,220
630
$24.5K 0.01%
44
631
$24.5K 0.01%
168
-1
632
$24.4K 0.01%
512
633
$24.3K 0.01%
4,123
+4,088
634
$24.3K 0.01%
57
-2
635
$24.2K 0.01%
1,608
636
$24K 0.01%
389
637
$23.9K 0.01%
274
-2,453
638
$23.7K 0.01%
675
639
$23.5K 0.01%
2,867
640
$23.5K 0.01%
252
641
$23.4K 0.01%
972
-2,655
642
$23.4K 0.01%
3,950
+52
643
$23.4K 0.01%
838
+36
644
$23.4K 0.01%
487
645
$23.3K 0.01%
1,296
-2,754
646
$23.3K 0.01%
994
-1,353
647
$23.3K 0.01%
479
648
$23.3K 0.01%
1,194
+300
649
$23.3K 0.01%
758
650
$23.2K 0.01%
150
24 25
26
27 28