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
$252M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$258K
3
+$214K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$213K
5
OTIS icon
Otis Worldwide
OTIS
+$82K

Top Sells

1
+$6.86M
2
+$1.54M
3
+$586K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$318K
5
T icon
AT&T
T
+$252K

Sector Composition

1 Healthcare 6.3%
2 Technology 6.27%
3 Industrials 5.87%
4 Consumer Staples 5.53%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.23%
2,470
52
$440K 0.17%
6,514
+1,214
53
$420K 0.17%
10,242
54
$418K 0.17%
11,089
+200
55
$338K 0.13%
2,816
56
$329K 0.13%
6,862
57
$326K 0.13%
8,970
-275
58
$320K 0.13%
2,220
59
$291K 0.12%
1,600
60
$291K 0.12%
7,296
-4,775
61
$291K 0.12%
2,675
62
$283K 0.11%
1,900
63
$277K 0.11%
1,291
64
$266K 0.11%
4,951
-182
65
$258K 0.1%
+1,425
66
$232K 0.09%
880
67
$214K 0.08%
+1,431
68
$213K 0.08%
+1,635
69
$6K ﹤0.01%
100,000
70
– –
-13,710
1 2
3