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
$277M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$520K
3
+$450K
4
AMGN icon
Amgen
AMGN
+$320K
5
AMZN icon
Amazon
AMZN
+$224K

Top Sells

1
+$818K
2
+$771K
3
+$620K
4
SHW icon
Sherwin-Williams
SHW
+$474K
5
WBA
Walgreens Boots Alliance
WBA
+$392K

Sector Composition

1 Technology 6.36%
2 Healthcare 6.06%
3 Industrials 5.97%
4 Consumer Staples 4.78%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.23%
26,635
-500
52
$642K 0.23%
7,840
-350
53
$450K 0.16%
9,442
54
$450K 0.16%
+3,146
55
$417K 0.15%
2,816
56
$377K 0.14%
2,220
57
$372K 0.13%
1,709
+34
58
$364K 0.13%
9,995
-950
59
$362K 0.13%
1,900
60
$320K 0.12%
+1,315
61
$312K 0.11%
1,351
62
$259K 0.09%
4,661
-2,201
63
$254K 0.09%
880
64
$241K 0.09%
1,635
65
$233K 0.08%
1,325
-25
66
$224K 0.08%
+1,300
67
$211K 0.08%
3,991
+88
68
$201K 0.07%
+3,215
69
$156K 0.06%
2,322
+180
70
$7K ﹤0.01%
100,000
71
– –
-2
72
– –
-1,926
73
– –
-7,146
74
– –
-1,431
1 2
3