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
$350M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$238K
3
+$225K
4
MDLZ icon
Mondelez International
MDLZ
+$221K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$212K

Top Sells

1
+$781K
2
+$536K
3
+$535K
4
AAPL icon
Apple
AAPL
+$269K
5
LLY icon
Eli Lilly
LLY
+$232K

Sector Composition

1 Healthcare 7.33%
2 Technology 7.02%
3 Industrials 5.7%
4 Consumer Staples 4.14%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.55%
17,013
+707
27
$1.93M 0.55%
13,105
+279
28
$1.86M 0.53%
4,960
29
$1.84M 0.53%
13,927
-266
30
$1.76M 0.5%
24,542
+460
31
$1.74M 0.5%
7,856
+200
32
$1.61M 0.46%
13,723
+250
33
$1.56M 0.45%
11,437
+138
34
$1.55M 0.44%
10,920
+250
35
$1.48M 0.42%
32,959
-4,375
36
$1.41M 0.4%
28,935
+745
37
$1.41M 0.4%
13,358
+235
38
$1.4M 0.4%
17,452
+575
39
$1.38M 0.4%
59,211
-45
40
$1.31M 0.38%
38,742
+860
41
$1.31M 0.37%
5,220
42
$1.11M 0.32%
2,408
+4
43
$1.08M 0.31%
19,781
+175
44
$970K 0.28%
9,331
+400
45
$954K 0.27%
25,597
-239
46
$944K 0.27%
15,005
+850
47
$933K 0.27%
2,816
48
$920K 0.26%
9,228
+500
49
$901K 0.26%
9,990
+1,000
50
$837K 0.24%
22,050
+1,200
1
2
3 4