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
$338M
AUM Growth
+$120K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$965K
3
+$721K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$359K
5
MDLZ icon
Mondelez International
MDLZ
+$204K

Top Sells

1
+$82.6K
2
+$73.9K
3
+$63.5K
4
PG icon
Procter & Gamble
PG
+$59.8K
5
RTX icon
RTX Corp
RTX
+$54.8K

Sector Composition

1 Healthcare 6.94%
2 Technology 6.71%
3 Industrials 5.96%
4 Consumer Staples 4.04%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.58%
7,835
27
$1.94M 0.57%
8,177
28
$1.79M 0.53%
4,960
29
$1.76M 0.52%
24,542
30
$1.72M 0.51%
13,620
-148
31
$1.65M 0.49%
11,267
-45
32
$1.63M 0.48%
13,708
33
$1.54M 0.46%
28,865
-70
34
$1.53M 0.45%
10,770
-25
35
$1.43M 0.42%
15,940
-823
36
$1.4M 0.42%
13,358
37
$1.39M 0.41%
30,604
-220
38
$1.29M 0.38%
59,211
39
$1.25M 0.37%
2,345
-58
40
$1.22M 0.36%
5,220
41
$1.13M 0.33%
38,632
-110
42
$1.1M 0.33%
17,422
-30
43
$955K 0.28%
27,960
44
$952K 0.28%
9,226
-5
45
$949K 0.28%
14,000
-345
46
$909K 0.27%
9,890
-100
47
$800K 0.24%
25,597
48
$791K 0.23%
2,538
49
$774K 0.23%
22,600
+550
50
$765K 0.23%
2,816
1
2
3 4