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
651
$19.7K 0.01%
+89
652
$19.5K 0.01%
+300
653
$19.3K 0.01%
+42
654
$19K 0.01%
+900
655
$18.9K 0.01%
+508
656
$18.7K 0.01%
+240
657
$18.5K 0.01%
+11,878
658
$18.4K 0.01%
+49
659
$18.2K 0.01%
+320
660
$18.1K 0.01%
+332
661
$18K 0.01%
+169
662
$17.9K 0.01%
+131
663
$17.8K 0.01%
+193
664
$17.8K 0.01%
+127
665
$17.8K 0.01%
+1,841
666
$17.7K 0.01%
+1,200
667
$17.6K 0.01%
+750
668
$17.6K 0.01%
+660
669
$17.5K 0.01%
+370
670
$17.5K 0.01%
+204
671
$17.5K 0.01%
+777
672
$17.4K 0.01%
+423
673
$17.4K 0.01%
+1,920
674
$17.3K 0.01%
+50
675
$17.1K 0.01%
+389