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
$171M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$616K
3
+$451K
4
WY icon
Weyerhaeuser
WY
+$211K
5
HD icon
Home Depot
HD
+$86.9K

Top Sells

1
+$1.68M
2
+$234K
3
+$222K
4
DIS icon
Walt Disney
DIS
+$203K
5
AA icon
Alcoa
AA
+$111K

Sector Composition

1 Industrials 7.63%
2 Healthcare 6.44%
3 Consumer Staples 5.57%
4 Technology 3.85%
5 Energy 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.29%
13,467
52
$451K 0.26%
+3,423
53
$383K 0.22%
2,655
54
$286K 0.17%
4,382
55
$264K 0.15%
3,945
-60
56
$257K 0.15%
10,551
-4,561
57
$235K 0.14%
2,270
58
$211K 0.12%
3,915
59
$204K 0.12%
4,650
-222
60
$10K 0.01%
100,000
61
– –
-2,077
62
– –
-3,213
63
– –
-25,479
1 2
3