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
$292M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$214K
3
+$212K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$131K
5
AAPL icon
Apple
AAPL
+$105K

Top Sells

1
+$471K
2
+$362K
3
+$351K
4
DIS icon
Walt Disney
DIS
+$204K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$186K

Sector Composition

1 Technology 6.55%
2 Healthcare 6.51%
3 Industrials 5.62%
4 Consumer Staples 4.72%
5 Energy 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$648K 0.22%
8,925
-1,222
52
$634K 0.22%
8,245
+300
53
$499K 0.17%
9,542
54
$496K 0.17%
2,050
+150
55
$448K 0.15%
2,009
+300
56
$428K 0.15%
23,984
+867
57
$427K 0.15%
2,816
58
$406K 0.14%
12,105
+800
59
$323K 0.11%
1,750
60
$298K 0.1%
1,075
-65
61
$291K 0.1%
2,220
62
$281K 0.1%
880
63
$269K 0.09%
4,823
-53
64
$264K 0.09%
4,661
65
$260K 0.09%
1,635
66
$225K 0.08%
+3,928
67
$214K 0.07%
+3,275
68
$212K 0.07%
+1,528
69
$206K 0.07%
1,838
70
$201K 0.07%
3,200
71
$7K ﹤0.01%
100,000
72
– –
-1,315
73
– –
-1,351
1 2
3