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
$171M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$616K
3
+$451K
4
WY icon
Weyerhaeuser
WY
+$211K
5
HD icon
Home Depot
HD
+$86.9K

Top Sells

1
+$1.68M
2
+$234K
3
+$222K
4
DIS icon
Walt Disney
DIS
+$203K
5
AA icon
Alcoa
AA
+$111K

Sector Composition

1 Industrials 7.63%
2 Healthcare 6.44%
3 Consumer Staples 5.57%
4 Technology 3.85%
5 Energy 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 25.7%
461,553
+6,485
2
$35.7M 20.92%
164,017
+3,097
3
$10.6M 6.21%
169,876
-3,748
4
$8.36M 4.9%
108,840
+20
5
$3.46M 2.03%
34,172
-1,056
6
$3.05M 1.79%
71,395
-2,035
7
$2.53M 1.48%
22,746
+98
8
$2.39M 1.4%
77,980
+2,488
9
$2.34M 1.37%
15,875
+36
10
$2.29M 1.34%
21,010
-50
11
$2.25M 1.32%
15,818
+382
12
$2.21M 1.3%
27,647
-183
13
$2.19M 1.29%
18,573
+175
14
$2.15M 1.26%
15,815
15
$2.09M 1.23%
23,980
-252
16
$2.02M 1.18%
38,766
+1,011
17
$2.01M 1.18%
22,428
-5
18
$1.97M 1.16%
15,339
+675
19
$1.83M 1.07%
22,751
-100
20
$1.81M 1.06%
11,916
-209
21
$1.79M 1.05%
14,215
-50
22
$1.77M 1.04%
16,929
-176
23
$1.77M 1.04%
17,169
+812
24
$1.49M 0.88%
32,868
+317
25
$1.47M 0.86%
22,795
1
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