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
$292M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$214K
3
+$212K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$131K
5
AAPL icon
Apple
AAPL
+$105K

Top Sells

1
+$471K
2
+$362K
3
+$351K
4
DIS icon
Walt Disney
DIS
+$204K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$186K

Sector Composition

1 Technology 6.55%
2 Healthcare 6.51%
3 Industrials 5.62%
4 Consumer Staples 4.72%
5 Energy 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.68%
39,005
+600
27
$1.84M 0.63%
15,376
-57
28
$1.69M 0.58%
13,596
+52
29
$1.55M 0.53%
25,088
-8
30
$1.43M 0.49%
11,620
31
$1.4M 0.48%
27,112
+530
32
$1.33M 0.45%
16,175
+400
33
$1.32M 0.45%
13,087
-74
34
$1.32M 0.45%
34,827
+525
35
$1.31M 0.45%
58,844
+25
36
$1.29M 0.44%
28,023
+202
37
$1.29M 0.44%
12,902
+295
38
$1.27M 0.43%
25,618
+170
39
$1.23M 0.42%
15,880
40
$1.19M 0.41%
24,006
+600
41
$1.18M 0.4%
18,442
+110
42
$1.17M 0.4%
14,168
+150
43
$1.04M 0.36%
5,669
44
$1.02M 0.35%
7,877
+508
45
$859K 0.29%
2,436
+371
46
$733K 0.25%
15,989
+425
47
$733K 0.25%
27,891
48
$728K 0.25%
23,663
-72
49
$724K 0.25%
28,035
+1,000
50
$720K 0.25%
4,711
+205
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