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
$223M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$603K
3
+$202K
4
AAPL icon
Apple
AAPL
+$168K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$142K

Top Sells

1
+$1M
2
+$584K
3
+$328K
4
FISV
Fiserv Inc
FISV
+$219K
5
IBM icon
IBM
IBM
+$129K

Sector Composition

1 Industrials 6.64%
2 Healthcare 5.9%
3 Consumer Staples 5.87%
4 Technology 5.34%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.29%
13,628
+2,382
52
$624K 0.28%
2
53
$514K 0.23%
2,470
+100
54
$419K 0.19%
10,242
+555
55
$311K 0.14%
1,448
-25
56
$305K 0.14%
9,945
+100
57
$297K 0.13%
2,625
58
$296K 0.13%
4,306
-300
59
$282K 0.13%
6,339
+71
60
$269K 0.12%
2,270
61
$266K 0.12%
1,900
62
$234K 0.11%
2,816
63
$232K 0.1%
1,782
64
$202K 0.09%
+1,600
65
$7K ﹤0.01%
100,000
66
– –
-11,085
67
– –
-2,400
1 2
3