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
$217M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$338K
2
+$254K
3
+$213K
4
DIS icon
Walt Disney
DIS
+$208K
5
RTX icon
RTX Corp
RTX
+$185K

Top Sells

1
+$727K
2
+$305K
3
+$208K
4
GE icon
GE Aerospace
GE
+$207K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$199K

Sector Composition

1 Industrials 7.09%
2 Healthcare 6.35%
3 Technology 4.97%
4 Consumer Staples 4.8%
5 Energy 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.28%
13,989
-40
52
$584K 0.27%
9,687
53
$529K 0.24%
2,470
54
$394K 0.18%
7,281
-3,822
55
$319K 0.15%
9,380
56
$297K 0.14%
4,450
57
$287K 0.13%
3,150
58
$259K 0.12%
1,900
59
$254K 0.12%
+1,519
60
$248K 0.11%
2,270
61
$246K 0.11%
3,260
-25
62
$244K 0.11%
2,816
63
$213K 0.1%
+1,400
64
$208K 0.1%
+1,782
65
$7K ﹤0.01%
100,000
66
– –
-4,554
1 2
3