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
$252M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$258K
3
+$214K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$213K
5
OTIS icon
Otis Worldwide
OTIS
+$82K

Top Sells

1
+$6.86M
2
+$1.54M
3
+$586K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$318K
5
T icon
AT&T
T
+$252K

Sector Composition

1 Healthcare 6.3%
2 Technology 6.27%
3 Industrials 5.87%
4 Consumer Staples 5.53%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.77%
61,126
-1,131
27
$1.9M 0.75%
5,069
28
$1.77M 0.7%
13,163
-82
29
$1.63M 0.65%
29,746
+438
30
$1.45M 0.57%
30,795
-55
31
$1.44M 0.57%
17,025
-63
32
$1.36M 0.54%
40,443
-480
33
$1.32M 0.52%
60,607
-11,577
34
$1.3M 0.51%
16,611
+257
35
$1.29M 0.51%
16,145
-50
36
$1.27M 0.5%
25,430
+60
37
$1.17M 0.46%
31,807
-1,117
38
$1.11M 0.44%
23,112
-60
39
$1.09M 0.43%
9,042
-75
40
$1.02M 0.4%
18,365
+284
41
$942K 0.37%
58,444
-293
42
$889K 0.35%
29,885
-157
43
$872K 0.35%
14,192
-150
44
$845K 0.33%
12,386
+779
45
$841K 0.33%
5,669
46
$731K 0.29%
17,743
-522
47
$696K 0.28%
2
48
$660K 0.26%
30,855
49
$630K 0.25%
15,759
-150
50
$591K 0.23%
30,135
1
2
3