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
726
$13.1K ﹤0.01%
+599
727
$13.1K ﹤0.01%
+167
728
$12.9K ﹤0.01%
+136
729
$12.9K ﹤0.01%
+166
730
$12.7K ﹤0.01%
+600
731
$12.7K ﹤0.01%
+1,550
732
$12.7K ﹤0.01%
+267
733
$12.7K ﹤0.01%
+203
734
$12.6K ﹤0.01%
+196
735
$12.5K ﹤0.01%
+500
736
$12.5K ﹤0.01%
+495
737
$12.5K ﹤0.01%
+819
738
$12.5K ﹤0.01%
+678
739
$12.4K ﹤0.01%
+9,800
740
$12.4K ﹤0.01%
+1,300
741
$12.4K ﹤0.01%
+185
742
$12.3K ﹤0.01%
+235
743
$12.3K ﹤0.01%
+129
744
$12.2K ﹤0.01%
+229
745
$12.2K ﹤0.01%
+125
746
$12.2K ﹤0.01%
+230
747
$12.1K ﹤0.01%
+415
748
$12K ﹤0.01%
+194
749
$11.8K ﹤0.01%
+580
750
$11.8K ﹤0.01%
+34