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
$338M
AUM Growth
+$120K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$965K
3
+$721K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$359K
5
MDLZ icon
Mondelez International
MDLZ
+$204K

Top Sells

1
+$82.6K
2
+$73.9K
3
+$63.5K
4
PG icon
Procter & Gamble
PG
+$59.8K
5
RTX icon
RTX Corp
RTX
+$54.8K

Sector Composition

1 Healthcare 6.94%
2 Technology 6.71%
3 Industrials 5.96%
4 Consumer Staples 4.04%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.06%
1,425
77
$205K 0.06%
2,889
78
$204K 0.06%
+3,000
79
$10K ﹤0.01%
100,000
1 2 3
4