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
676
$16.5K 0.01%
+450
677
$16.3K 0.01%
+1,361
678
$16.2K 0.01%
+310
679
$16.1K 0.01%
+179
680
$16.1K 0.01%
+218
681
$16K 0.01%
+444
682
$15.9K 0.01%
+1,251
683
$15.9K 0.01%
+934
684
$15.8K 0.01%
+341
685
$15.8K 0.01%
+520
686
$15.8K 0.01%
+150
687
$15.8K 0.01%
+917
688
$15.7K 0.01%
+835
689
$15.6K 0.01%
+378
690
$15.6K 0.01%
+665
691
$15.6K 0.01%
+153
692
$15.6K 0.01%
+39
693
$15.6K 0.01%
+166
694
$15.6K 0.01%
+421
695
$15.4K 0.01%
+5
696
$15.4K 0.01%
+275
697
$15.2K 0.01%
+756
698
$15K 0.01%
+104
699
$15K 0.01%
+125
700
$14.8K 0.01%
+59