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
$302M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$463K
3
+$212K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$206K
5
AMGN icon
Amgen
AMGN
+$94.6K

Top Sells

1
+$839K
2
+$590K
3
+$581K
4
LLY icon
Eli Lilly
LLY
+$311K
5
XOM icon
Exxon Mobil
XOM
+$208K

Sector Composition

1 Technology 6.65%
2 Healthcare 6.39%
3 Industrials 5.59%
4 Consumer Staples 4.93%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.66%
38,405
+125
27
$1.89M 0.63%
15,433
-633
28
$1.66M 0.55%
11,620
+80
29
$1.57M 0.52%
26,582
-2,800
30
$1.56M 0.52%
13,336
-1,149
31
$1.49M 0.49%
25,096
+25
32
$1.41M 0.47%
34,302
-540
33
$1.36M 0.45%
15,880
+95
34
$1.36M 0.45%
13,161
+145
35
$1.31M 0.43%
25,448
+448
36
$1.31M 0.43%
27,821
-1,326
37
$1.28M 0.42%
58,819
-525
38
$1.21M 0.4%
15,775
+440
39
$1.18M 0.39%
5,669
40
$1.13M 0.37%
23,406
41
$1.04M 0.34%
18,332
+845
42
$985K 0.33%
7,369
-313
43
$910K 0.3%
12,607
-140
44
$857K 0.28%
14,018
-3,397
45
$844K 0.28%
15,564
+310
46
$824K 0.27%
4,506
47
$802K 0.27%
23,735
-839
48
$751K 0.25%
27,891
-2,835
49
$696K 0.23%
10,147
+350
50
$692K 0.23%
7,945
+105
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