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
$276M
AUM Growth
-$506K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$325K
3
+$175K
4
CVX icon
Chevron
CVX
+$125K
5
XOM icon
Exxon Mobil
XOM
+$121K

Top Sells

1
+$224K
2
+$210K
3
+$201K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$159K
5
GE icon
GE Aerospace
GE
+$156K

Sector Composition

1 Technology 6.44%
2 Healthcare 6.08%
3 Industrials 5.78%
4 Consumer Staples 4.68%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.69%
17,779
+55
27
$1.82M 0.66%
16,066
-1,405
28
$1.54M 0.56%
29,147
+238
29
$1.53M 0.55%
11,540
+147
30
$1.47M 0.53%
14,485
+1,235
31
$1.33M 0.48%
25,000
+375
32
$1.32M 0.48%
25,071
+15
33
$1.27M 0.46%
15,785
34
$1.26M 0.46%
59,344
+625
35
$1.26M 0.46%
29,382
+1,070
36
$1.24M 0.45%
34,842
+320
37
$1.15M 0.42%
15,335
+125
38
$1.11M 0.4%
54,373
-1,402
39
$1.1M 0.4%
13,016
+120
40
$1.09M 0.39%
23,406
-75
41
$1.02M 0.37%
17,415
+2,054
42
$1.02M 0.37%
7,682
+162
43
$1.01M 0.36%
17,487
+149
44
$959K 0.35%
5,669
45
$864K 0.31%
12,747
46
$790K 0.29%
15,254
-10
47
$760K 0.28%
30,726
48
$699K 0.25%
24,574
-358
49
$645K 0.23%
7,840
50
$607K 0.22%
9,797
-889
1
2
3