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
76
$225K 0.06%
+3,928
77
$221K 0.06%
+3,000
78
$212K 0.06%
+7,905
79
$9.8K ﹤0.01%
100,000
80
– –
-6,600
1 2 3
4