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
$350M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$238K
3
+$225K
4
MDLZ icon
Mondelez International
MDLZ
+$221K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$212K

Top Sells

1
+$781K
2
+$536K
3
+$535K
4
AAPL icon
Apple
AAPL
+$269K
5
LLY icon
Eli Lilly
LLY
+$232K

Sector Composition

1 Healthcare 7.33%
2 Technology 7.02%
3 Industrials 5.7%
4 Consumer Staples 4.14%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.24%
2,598
+101
52
$814K 0.23%
27,960
-106
53
$802K 0.23%
27,729
+269
54
$669K 0.19%
20,560
+2,610
55
$659K 0.19%
1,684
-25
56
$619K 0.18%
3,640
57
$473K 0.14%
9,265
58
$433K 0.12%
18,458
-1,324
59
$420K 0.12%
880
60
$397K 0.11%
1,760
+20
61
$370K 0.11%
3,050
+600
62
$335K 0.1%
1,776
+275
63
$320K 0.09%
14,561
-9,092
64
$315K 0.09%
5,916
+661
65
$295K 0.08%
1,195
+175
66
$294K 0.08%
2,220
67
$290K 0.08%
1,528
68
$288K 0.08%
1,425
+200
69
$249K 0.07%
818
-7
70
$245K 0.07%
1,316
-971
71
$239K 0.07%
623
+14
72
$238K 0.07%
4,095
73
$238K 0.07%
+1,285
74
$236K 0.07%
1,838
75
$231K 0.07%
816
1 2
3
4