HGERS
Householder Group Estate & Retirement Specialist Portfolio holdings
AUM
$134M
1-Year Est. Return
22.36%
1 Year Est. Return
+22.36%
AUM
$343M
AUM Growth
-$12.8M
(-3.6%)
Holding
1,356
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.02M | |
| 3 | +$718K | |
| 4 |
VanEck CEF Muni Income ETF
XMPT
|
+$656K |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$619K |
Top Sells
| 1 | +$5.42M | |
| 2 | +$4.31M | |
| 3 | +$1.77M | |
| 4 |
Microsoft
MSFT
|
+$1.32M |
| 5 |
Exxon Mobil
XOM
|
+$1.28M |
Sector Composition
| 1 | Technology | 10.26% |
| 2 | Financials | 9.1% |
| 3 | Consumer Staples | 4.85% |
| 4 | Healthcare | 4.62% |
| 5 | Industrials | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
NuScale Power
SMR
$5.47B
| $0 | ﹤0.01% |
+66
|
|
||
1352
Snap-on
SNA
$17.6B
| – | – |
-45
|
|
||
1353
Global X Social Media ETF
SOCL
$155M
| $0 | ﹤0.01% |
+2
|
|
||
1354
Virgin Galactic
SPCE
$211M
| $0 | ﹤0.01% |
+8
|
|
||
1355
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$898M
| – | – |
-864
|
|
||
1356
Invesco S&P 500 Value with Momentum ETF
SPVM
$66.4M
| – | – |
-270
|
|