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
776
$10.6K ﹤0.01%
+1,693
777
$10.3K ﹤0.01%
+1,673
778
$10.3K ﹤0.01%
+223
779
$10.3K ﹤0.01%
+715
780
$10.2K ﹤0.01%
+50
781
$10.2K ﹤0.01%
+400
782
$10.2K ﹤0.01%
+103
783
$10.1K ﹤0.01%
+275
784
$10.1K ﹤0.01%
+305
785
$10.1K ﹤0.01%
+200
786
$10.1K ﹤0.01%
+186
787
$10.1K ﹤0.01%
+121
788
$10.1K ﹤0.01%
+420
789
$10K ﹤0.01%
+150
790
$10K ﹤0.01%
+222
791
$9.9K ﹤0.01%
+200
792
$9.9K ﹤0.01%
+134
793
$9.89K ﹤0.01%
+511
794
$9.86K ﹤0.01%
+190
795
$9.84K ﹤0.01%
+315
796
$9.83K ﹤0.01%
+70
797
$9.67K ﹤0.01%
+283
798
$9.66K ﹤0.01%
+106
799
$9.63K ﹤0.01%
+49
800
$9.62K ﹤0.01%
+80