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
751
$11.8K ﹤0.01%
+1,183
752
$11.7K ﹤0.01%
+150
753
$11.7K ﹤0.01%
+53
754
$11.6K ﹤0.01%
+282
755
$11.5K ﹤0.01%
+223
756
$11.5K ﹤0.01%
+45
757
$11.4K ﹤0.01%
+655
758
$11.4K ﹤0.01%
+144
759
$11.3K ﹤0.01%
+922
760
$11.3K ﹤0.01%
+70
761
$11.2K ﹤0.01%
+307
762
$11.2K ﹤0.01%
+150
763
$11.2K ﹤0.01%
+245
764
$11.1K ﹤0.01%
+303
765
$11.1K ﹤0.01%
+175
766
$11.1K ﹤0.01%
+149
767
$11K ﹤0.01%
+137
768
$11K ﹤0.01%
+49
769
$10.9K ﹤0.01%
+200
770
$10.8K ﹤0.01%
+400
771
$10.8K ﹤0.01%
+508
772
$10.8K ﹤0.01%
+30
773
$10.7K ﹤0.01%
+96
774
$10.7K ﹤0.01%
+297
775
$10.6K ﹤0.01%
+76