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
$261M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$12M
3 +$11.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.4M

Top Sells

1 +$827K
2 +$561K
3 +$171K
4
ABNB icon
Airbnb
ABNB
+$109K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$107K

Sector Composition

1 Financials 9.6%
2 Technology 7.43%
3 Healthcare 6.19%
4 Industrials 5.93%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$0 ﹤0.01%
+10
1327
$0 ﹤0.01%
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1328
$0 ﹤0.01%
11
1329
$0 ﹤0.01%
50
1330
$0 ﹤0.01%
+6
1331
$0 ﹤0.01%
43
1332
$0 ﹤0.01%
+7
1333
$0 ﹤0.01%
+2
1334
$0 ﹤0.01%
+1