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
$227M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$210K
3
+$209K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$23.1K
5
CARR icon
Carrier Global
CARR
+$8.08K

Top Sells

1
+$237K
2
+$193K
3
+$173K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$120K
5
WBA
Walgreens Boots Alliance
WBA
+$68.2K

Sector Composition

1 Healthcare 6.49%
2 Technology 6.43%
3 Consumer Staples 5.94%
4 Industrials 5.61%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.75%
12,285
27
$1.7M 0.75%
5,069
+69
28
$1.63M 0.72%
18,583
-75
29
$1.55M 0.68%
72,184
-1,424
30
$1.45M 0.64%
29,308
31
$1.31M 0.58%
25,370
32
$1.3M 0.57%
16,195
-50
33
$1.29M 0.57%
16,354
34
$1.23M 0.54%
17,088
35
$1.18M 0.52%
30,850
+106
36
$1.17M 0.51%
40,923
37
$1.15M 0.5%
32,924
38
$1.08M 0.48%
23,172
-150
39
$1.06M 0.47%
9,117
-26
40
$851K 0.37%
18,081
-16
41
$778K 0.34%
14,342
42
$768K 0.34%
5,669
43
$698K 0.31%
30,042
-39
44
$678K 0.3%
11,607
-50
45
$677K 0.3%
58,737
46
$640K 0.28%
2
47
$627K 0.28%
18,265
-670
48
$569K 0.25%
30,855
49
$526K 0.23%
2,470
50
$522K 0.23%
15,909
-500
1
2
3