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
$270M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$51.4K
3
+$47.1K
4
COP icon
ConocoPhillips
COP
+$34.9K
5
SO icon
Southern Company
SO
+$27.9K

Top Sells

1
+$695K
2
+$449K
3
+$135K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$120K
5
MMM icon
3M
MMM
+$62.9K

Sector Composition

1 Healthcare 7.28%
2 Technology 6.8%
3 Industrials 5.18%
4 Consumer Staples 4.44%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.6%
8,199
-25
27
$1.59M 0.59%
13,511
-1,147
28
$1.56M 0.58%
13,033
+291
29
$1.54M 0.57%
14,720
-138
30
$1.39M 0.51%
26,022
-21
31
$1.34M 0.5%
23,882
-66
32
$1.31M 0.49%
10,835
-85
33
$1.27M 0.47%
39,065
-550
34
$1.25M 0.47%
8,678
-25
35
$1.13M 0.42%
5,579
36
$1.13M 0.42%
36,732
+355
37
$1.1M 0.41%
14,110
-804
38
$1.08M 0.4%
7,722
-35
39
$1.02M 0.38%
59,211
40
$1.01M 0.37%
19,591
-66
41
$1.01M 0.37%
28,458
-650
42
$969K 0.36%
13,877
-380
43
$933K 0.35%
16,907
-100
44
$883K 0.33%
26,623
-183
45
$853K 0.32%
2,436
46
$796K 0.3%
25,516
47
$761K 0.28%
27,810
48
$714K 0.26%
20,096
-450
49
$708K 0.26%
8,821
-50
50
$634K 0.24%
16,800
-475
1
2
3