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
$184M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$552K
3
+$463K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$276K
5
AAPL icon
Apple
AAPL
+$201K

Top Sells

1
+$945K
2
+$362K
3
+$313K
4
PNC icon
PNC Financial Services
PNC
+$303K
5
PPG icon
PPG Industries
PPG
+$303K

Sector Composition

1 Healthcare 7.33%
2 Technology 6.35%
3 Consumer Staples 6.16%
4 Industrials 5.67%
5 Energy 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.85%
10,690
27
$1.56M 0.85%
13,633
-54
28
$1.42M 0.77%
18,642
-210
29
$1.41M 0.77%
26,120
+100
30
$1.32M 0.72%
16,295
+75
31
$1.3M 0.71%
29,308
-60
32
$1.29M 0.7%
5,000
33
$1.25M 0.68%
17,188
+82
34
$1.16M 0.63%
15,825
+1,425
35
$1.02M 0.56%
32,924
+179
36
$1M 0.55%
16,905
+95
37
$971K 0.53%
9,154
+35
38
$924K 0.5%
31,339
-34
39
$908K 0.49%
23,967
-93
40
$776K 0.42%
14,342
41
$724K 0.39%
19,070
+3,048
42
$708K 0.39%
11,932
43
$698K 0.38%
41,183
44
$669K 0.36%
14,621
+150
45
$613K 0.33%
5,669
46
$568K 0.31%
63,343
47
$544K 0.3%
2
48
$522K 0.28%
16,949
-319
49
$471K 0.26%
16,113
+1,770
50
$463K 0.25%
+30,855
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