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
$239M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$220K
3
+$213K
4
ZBH icon
Zimmer Biomet
ZBH
+$208K
5
BMY icon
Bristol-Myers Squibb
BMY
+$203K

Top Sells

1
+$448K
2
+$296K
3
+$249K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$95.9K
5
MSFT icon
Microsoft
MSFT
+$82.5K

Sector Composition

1 Industrials 6.54%
2 Healthcare 6.33%
3 Technology 5.55%
4 Consumer Staples 5.54%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.78%
25,520
-92
27
$1.84M 0.77%
13,390
-60
28
$1.83M 0.77%
21,091
-200
29
$1.67M 0.7%
18,852
-125
30
$1.63M 0.68%
29,368
31
$1.61M 0.67%
5,000
32
$1.58M 0.66%
16,810
-56
33
$1.56M 0.65%
26,020
+75
34
$1.37M 0.57%
31,373
+122
35
$1.36M 0.57%
16,220
36
$1.25M 0.52%
14,400
+2,542
37
$1.24M 0.52%
41,183
-610
38
$1.22M 0.51%
32,745
+338
39
$1.17M 0.49%
9,119
-293
40
$1.12M 0.47%
17,268
+774
41
$1.12M 0.47%
16,022
-3,575
42
$1.09M 0.46%
63,343
43
$953K 0.4%
24,060
-270
44
$945K 0.4%
2,899
45
$914K 0.38%
14,342
+100
46
$886K 0.37%
11,932
+25
47
$854K 0.36%
14,471
+120
48
$848K 0.36%
30,135
+275
49
$816K 0.34%
5,669
50
$803K 0.34%
12,508
+546
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3