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
$215M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$1.45M
3
+$351K
4
OTIS icon
Otis Worldwide
OTIS
+$302K
5
TFC icon
Truist Financial
TFC
+$258K

Top Sells

1
+$5.05M
2
+$2.24M
3
+$1.67M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$140K
5
MSFT icon
Microsoft
MSFT
+$84.5K

Sector Composition

1 Healthcare 6.93%
2 Technology 6.71%
3 Consumer Staples 5.68%
4 Industrials 5.51%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.85%
19,437
-50
27
$1.74M 0.81%
13,364
-269
28
$1.68M 0.78%
73,608
+662
29
$1.54M 0.72%
5,000
30
$1.52M 0.71%
17,088
-100
31
$1.52M 0.71%
25,370
-750
32
$1.4M 0.65%
16,245
-50
33
$1.31M 0.61%
29,308
34
$1.21M 0.56%
16,354
+529
35
$1.06M 0.49%
9,143
-11
36
$1.02M 0.48%
30,744
-595
37
$1.02M 0.47%
32,924
38
$931K 0.43%
23,322
-645
39
$919K 0.43%
40,923
-260
40
$847K 0.39%
18,935
-135
41
$757K 0.35%
11,657
-275
42
$744K 0.35%
14,342
43
$738K 0.34%
18,097
+1,984
44
$689K 0.32%
16,409
-540
45
$669K 0.31%
30,081
46
$657K 0.31%
5,669
47
$653K 0.3%
58,737
-4,606
48
$593K 0.28%
13,971
-650
49
$547K 0.25%
30,135
50
$535K 0.25%
2
1
2
3