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
$277M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$520K
3
+$450K
4
AMGN icon
Amgen
AMGN
+$320K
5
AMZN icon
Amazon
AMZN
+$224K

Top Sells

1
+$818K
2
+$771K
3
+$620K
4
SHW icon
Sherwin-Williams
SHW
+$474K
5
WBA
Walgreens Boots Alliance
WBA
+$392K

Sector Composition

1 Technology 6.36%
2 Healthcare 6.06%
3 Industrials 5.97%
4 Consumer Staples 4.78%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.73%
17,471
-7,114
27
$2M 0.72%
17,724
-1,177
28
$1.68M 0.61%
28,909
-2,393
29
$1.52M 0.55%
11,393
-715
30
$1.39M 0.5%
13,250
31
$1.38M 0.5%
24,625
-1,580
32
$1.36M 0.49%
25,056
-4,775
33
$1.27M 0.46%
15,785
-750
34
$1.21M 0.44%
55,775
-1,655
35
$1.19M 0.43%
34,522
-3,121
36
$1.19M 0.43%
58,719
+575
37
$1.18M 0.43%
15,210
+64
38
$1.11M 0.4%
28,312
-1,795
39
$1.1M 0.4%
23,481
+369
40
$1.1M 0.4%
17,338
-343
41
$1.08M 0.39%
12,896
-500
42
$1.05M 0.38%
7,520
-706
43
$987K 0.36%
5,669
44
$969K 0.35%
15,361
-2,210
45
$808K 0.29%
24,932
-3,750
46
$788K 0.28%
2,835
+365
47
$776K 0.28%
12,747
-2,762
48
$775K 0.28%
30,726
-129
49
$742K 0.27%
15,264
+1,500
50
$647K 0.23%
10,686
-850
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