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
901
$5.93K ﹤0.01%
+112
902
$5.93K ﹤0.01%
+121
903
$5.87K ﹤0.01%
+103
904
$5.84K ﹤0.01%
+138
905
$5.78K ﹤0.01%
+330
906
$5.76K ﹤0.01%
+51
907
$5.74K ﹤0.01%
+181
908
$5.74K ﹤0.01%
+906
909
$5.7K ﹤0.01%
+191
910
$5.69K ﹤0.01%
+137
911
$5.67K ﹤0.01%
+52
912
$5.65K ﹤0.01%
+266
913
$5.65K ﹤0.01%
+1,017
914
$5.61K ﹤0.01%
+674
915
$5.6K ﹤0.01%
+100
916
$5.58K ﹤0.01%
+500
917
$5.54K ﹤0.01%
+55
918
$5.52K ﹤0.01%
+52
919
$5.51K ﹤0.01%
+119
920
$5.49K ﹤0.01%
+77
921
$5.47K ﹤0.01%
+413
922
$5.47K ﹤0.01%
+70
923
$5.43K ﹤0.01%
+260
924
$5.41K ﹤0.01%
+200
925
$5.36K ﹤0.01%
+625