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
$211M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$201K
3
+$158K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.8K
5
WY icon
Weyerhaeuser
WY
+$76.4K

Top Sells

1
+$1.33M
2
+$1.23M
3
+$79K
4
CVX icon
Chevron
CVX
+$55.4K
5
YUM icon
Yum! Brands
YUM
+$50K

Sector Composition

1 Industrials 6.97%
2 Healthcare 6.51%
3 Consumer Staples 5.42%
4 Technology 5.36%
5 Energy 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.86%
76,461
-1,490
27
$1.79M 0.85%
16,637
28
$1.7M 0.81%
21,301
-300
29
$1.69M 0.8%
13,665
-75
30
$1.65M 0.78%
9,990
31
$1.52M 0.72%
18,900
-75
32
$1.42M 0.67%
26,459
+2,935
33
$1.41M 0.67%
10,415
-209
34
$1.38M 0.65%
17,005
+556
35
$1.36M 0.65%
31,130
-79
36
$1.35M 0.64%
28,894
+317
37
$1.32M 0.63%
16,245
-125
38
$1.25M 0.59%
31,042
-257
39
$1.1M 0.52%
41,953
+2,900
40
$1.09M 0.51%
16,269
-178
41
$1.08M 0.51%
2,829
-35
42
$1.07M 0.51%
22,644
-396
43
$903K 0.43%
14,266
+100
44
$896K 0.42%
63,343
45
$894K 0.42%
11,271
-26
46
$886K 0.42%
30,460
47
$797K 0.38%
24,504
+315
48
$736K 0.35%
14,242
+200
49
$671K 0.32%
5,669
50
$642K 0.3%
11,899
-700
1
2
3