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
$211M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$201K
3
+$158K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.8K
5
WY icon
Weyerhaeuser
WY
+$76.4K

Top Sells

1
+$1.33M
2
+$1.23M
3
+$79K
4
CVX icon
Chevron
CVX
+$55.4K
5
YUM icon
Yum! Brands
YUM
+$50K

Sector Composition

1 Industrials 6.97%
2 Healthcare 6.51%
3 Consumer Staples 5.42%
4 Technology 5.36%
5 Energy 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.29%
2
52
$556K 0.26%
9,687
53
$476K 0.23%
2,370
54
$322K 0.15%
6,472
-479
55
$284K 0.13%
1,498
-20
56
$273K 0.13%
4,606
57
$273K 0.13%
9,845
+465
58
$265K 0.13%
2,650
-500
59
$256K 0.12%
2,270
60
$233K 0.11%
1,900
61
$227K 0.11%
2,816
-131
62
$212K 0.1%
+2,400
63
$201K 0.1%
+1,812
64
$6K ﹤0.01%
100,000
1 2
3