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
$215M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$1.45M
3
+$351K
4
OTIS icon
Otis Worldwide
OTIS
+$302K
5
TFC icon
Truist Financial
TFC
+$258K

Top Sells

1
+$5.05M
2
+$2.24M
3
+$1.67M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$140K
5
MSFT icon
Microsoft
MSFT
+$84.5K

Sector Composition

1 Healthcare 6.93%
2 Technology 6.71%
3 Consumer Staples 5.68%
4 Industrials 5.51%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.25%
30,855
52
$441K 0.2%
2,470
53
$402K 0.19%
10,242
54
$325K 0.15%
9,245
-600
55
$302K 0.14%
+5,319
56
$258K 0.12%
+6,862
57
$248K 0.12%
1,346
-25
58
$246K 0.11%
2,816
59
$236K 0.11%
+10,624
60
$235K 0.11%
+2,220
61
$232K 0.11%
+2,675
62
$218K 0.1%
+14,658
63
$209K 0.1%
6,128
-100
64
$202K 0.09%
+1,600
65
$4K ﹤0.01%
100,000
66
– –
-12,762
1 2
3