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
$217M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$254K
3
+$213K
4
DIS icon
Walt Disney
DIS
+$208K
5
RTX icon
RTX Corp
RTX
+$185K

Top Sells

1
+$727K
2
+$305K
3
+$208K
4
GE icon
GE Aerospace
GE
+$207K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$199K

Sector Composition

1 Industrials 7.09%
2 Healthcare 6.35%
3 Technology 4.97%
4 Consumer Staples 4.8%
5 Energy 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.9%
12,915
-145
27
$1.82M 0.84%
20,165
28
$1.82M 0.84%
19,225
+5
29
$1.59M 0.73%
21,701
-149
30
$1.56M 0.72%
13,740
31
$1.54M 0.71%
10,677
-475
32
$1.45M 0.67%
31,209
+190
33
$1.45M 0.67%
9,990
34
$1.44M 0.66%
16,313
+2,106
35
$1.32M 0.61%
23,444
-1,872
36
$1.32M 0.61%
28,577
-300
37
$1.32M 0.61%
40,803
+1,360
38
$1.3M 0.6%
31,036
+1,006
39
$1.27M 0.59%
16,447
-225
40
$1.26M 0.58%
16,370
-100
41
$1.14M 0.52%
61,850
42
$1.1M 0.51%
23,277
+450
43
$1.07M 0.49%
2,864
-24
44
$1.03M 0.48%
14,191
-300
45
$984K 0.45%
12,499
-100
46
$875K 0.4%
30,460
47
$758K 0.35%
11,192
-185
48
$757K 0.35%
24,189
-270
49
$640K 0.29%
2
50
$631K 0.29%
5,669
1
2
3