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
$204M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$217K
3
+$210K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.5K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$22.7K

Top Sells

1
+$327K
2
+$293K
3
+$202K
4
GE icon
GE Aerospace
GE
+$143K
5
ABT icon
Abbott
ABT
+$132K

Sector Composition

1 Industrials 7.52%
2 Healthcare 5.76%
3 Consumer Staples 5.19%
4 Energy 4.45%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.85%
31,642
-158
27
$1.67M 0.82%
13,840
-150
28
$1.66M 0.81%
11,294
-52
29
$1.59M 0.78%
10,945
-75
30
$1.55M 0.76%
13,270
-50
31
$1.39M 0.68%
39,318
-260
32
$1.37M 0.67%
29,793
-50
33
$1.35M 0.66%
10,647
-50
34
$1.28M 0.63%
22,475
-2,320
35
$1.07M 0.53%
16,595
-180
36
$1.07M 0.52%
61,850
37
$1.06M 0.52%
14,666
+40
38
$993K 0.49%
12,372
-40
39
$944K 0.46%
11,288
-1,706
40
$929K 0.46%
3,148
-125
41
$917K 0.45%
16,697
42
$899K 0.44%
3,370
43
$807K 0.4%
30,460
-890
44
$797K 0.39%
24,234
-546
45
$795K 0.39%
16,529
-6,100
46
$777K 0.38%
22,620
-263
47
$774K 0.38%
10,679
48
$727K 0.36%
5,669
49
$713K 0.35%
15,447
-375
50
$595K 0.29%
2
1
2
3