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
701
$14.8K 0.01%
+624
702
$14.8K 0.01%
+270
703
$14.8K 0.01%
+439
704
$14.7K 0.01%
+567
705
$14.6K 0.01%
+140
706
$14.6K 0.01%
+99
707
$14.5K 0.01%
+589
708
$14.4K 0.01%
+108
709
$14.3K 0.01%
+317
710
$14.3K 0.01%
+245
711
$14.1K 0.01%
+114
712
$14.1K 0.01%
+56
713
$14.1K 0.01%
+478
714
$14K 0.01%
+1,122
715
$14K 0.01%
+30
716
$13.9K 0.01%
+1,005
717
$13.9K 0.01%
+213
718
$13.7K ﹤0.01%
+76
719
$13.7K ﹤0.01%
+446
720
$13.5K ﹤0.01%
+219
721
$13.5K ﹤0.01%
+500
722
$13.4K ﹤0.01%
+260
723
$13.4K ﹤0.01%
+594
724
$13.4K ﹤0.01%
+515
725
$13.2K ﹤0.01%
+1,140