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
$239M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$220K
3
+$213K
4
ZBH icon
Zimmer Biomet
ZBH
+$208K
5
BMY icon
Bristol-Myers Squibb
BMY
+$203K

Top Sells

1
+$448K
2
+$296K
3
+$249K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$95.9K
5
MSFT icon
Microsoft
MSFT
+$82.5K

Sector Composition

1 Industrials 6.54%
2 Healthcare 6.33%
3 Technology 5.55%
4 Consumer Staples 5.54%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.33%
14,343
+715
52
$679K 0.28%
2
53
$560K 0.23%
2,470
54
$511K 0.21%
10,242
55
$362K 0.15%
+6,428
56
$351K 0.15%
10,245
+300
57
$346K 0.14%
6,228
-111
58
$303K 0.13%
2,270
59
$303K 0.13%
1,900
60
$281K 0.12%
1,423
-25
61
$269K 0.11%
2,675
+50
62
$267K 0.11%
2,816
63
$249K 0.1%
1,722
-60
64
$236K 0.1%
1,600
65
$213K 0.09%
+1,840
66
$208K 0.09%
+1,431
67
$203K 0.09%
+3,158
68
$6K ﹤0.01%
100,000
69
– –
-4,306
1 2
3