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
$190M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$591K
3
+$170K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$107K
5
RF icon
Regions Financial
RF
+$20K

Top Sells

1
+$246K
2
+$213K
3
+$208K
4
HON icon
Honeywell
HON
+$142K
5
HD icon
Home Depot
HD
+$126K

Sector Composition

1 Healthcare 7%
2 Industrials 6.52%
3 Consumer Staples 5.41%
4 Technology 4.83%
5 Energy 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.89%
12,915
27
$1.68M 0.88%
77,951
-135
28
$1.63M 0.85%
10,870
29
$1.56M 0.82%
13,740
30
$1.56M 0.82%
21,601
-100
31
$1.35M 0.71%
28,577
32
$1.3M 0.68%
9,990
33
$1.3M 0.68%
31,299
+263
34
$1.19M 0.63%
31,209
35
$1.16M 0.61%
10,624
-53
36
$1.1M 0.58%
23,524
+247
37
$1.1M 0.58%
16,449
+136
38
$1.08M 0.57%
16,370
39
$1.03M 0.54%
16,447
40
$968K 0.51%
14,166
-25
41
$924K 0.49%
2,864
42
$909K 0.48%
23,040
-404
43
$853K 0.45%
39,053
-1,750
44
$848K 0.45%
63,343
+1,493
45
$825K 0.43%
12,599
+100
46
$824K 0.43%
11,297
+105
47
$751K 0.39%
24,189
48
$750K 0.39%
30,460
49
$616K 0.32%
14,042
+53
50
$612K 0.32%
2
1
2
3