HFBOT

Home Federal Bank of Tennessee Portfolio holdings

AUM $374M
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$29.8M
3
+$10.1M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.05M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.43%
2 Healthcare 6.72%
3 Consumer Staples 5.87%
4 Energy 5.1%
5 Technology 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.91%
+24,979
27
$1.26M 0.83%
+22,795
28
$1.25M 0.82%
+29,067
29
$1.21M 0.79%
+14,175
30
$1.18M 0.77%
+19,858
31
$1.17M 0.77%
+13,845
32
$1.13M 0.74%
+25,214
33
$1.1M 0.72%
+20,595
34
$1.06M 0.69%
+29,590
35
$1.03M 0.68%
+22,049
36
$1.01M 0.66%
+10,320
37
$978K 0.64%
+11,097
38
$977K 0.64%
+11,545
39
$959K 0.63%
+20,095
40
$878K 0.58%
+18,793
41
$857K 0.56%
+33,500
42
$795K 0.52%
+13,155
43
$725K 0.48%
+23,693
44
$687K 0.45%
+3,370
45
$633K 0.41%
+65,917
46
$574K 0.38%
+8,229
47
$562K 0.37%
+27,504
48
$535K 0.35%
+15,535
49
$489K 0.32%
+12,815
50
$475K 0.31%
+4,996
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