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
$167M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.43M
3
+$200K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$107K
5
IP icon
International Paper
IP
+$24.3K

Top Sells

1
+$280K
2
+$145K
3
+$99.4K
4
GAS
AGL Resources Inc
GAS
+$99K
5
PEP icon
PepsiCo
PEP
+$39.4K

Sector Composition

1 Industrials 7.47%
2 Healthcare 6.51%
3 Consumer Staples 5.86%
4 Energy 4.86%
5 Technology 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.82%
20,595
27
$1.36M 0.81%
21,883
+28
28
$1.32M 0.79%
29,092
+25
29
$1.31M 0.78%
32,551
+605
30
$1.29M 0.77%
22,795
31
$1.28M 0.77%
25,105
32
$1.27M 0.76%
23,624
+60
33
$1.25M 0.75%
13,595
-50
34
$1.21M 0.72%
14,497
+72
35
$1.01M 0.61%
25,819
+130
36
$1.01M 0.61%
34,048
37
$1.01M 0.6%
11,097
38
$996K 0.6%
11,695
39
$983K 0.59%
10,264
+44
40
$980K 0.59%
33,500
41
$839K 0.5%
12,996
42
$832K 0.5%
19,083
43
$783K 0.47%
23,455
-238
44
$730K 0.44%
16,140
-25
45
$706K 0.42%
3,370
46
$669K 0.4%
27,504
47
$656K 0.39%
8,304
48
$586K 0.35%
4,871
49
$545K 0.33%
64,087
50
$533K 0.32%
16,270
+85
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2
3