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
$187M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$564K
3
+$234K
4
T icon
AT&T
T
+$112K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$67.7K

Top Sells

1
+$345K
2
+$214K
3
+$196K
4
HON icon
Honeywell
HON
+$117K
5
DD icon
DuPont de Nemours
DD
+$71K

Sector Composition

1 Industrials 7.55%
2 Healthcare 6.05%
3 Consumer Staples 5.46%
4 Energy 4.65%
5 Technology 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 26.33%
468,944
+6,916
2
$40.6M 21.7%
166,633
+2,317
3
$10.9M 5.82%
155,672
-3,054
4
$9.53M 5.1%
113,302
+109
5
$3.44M 1.84%
34,253
-375
6
$2.68M 1.43%
15,397
+149
7
$2.65M 1.42%
20,726
-913
8
$2.65M 1.42%
30,379
-390
9
$2.63M 1.41%
31,480
-258
10
$2.56M 1.37%
64,221
-1,321
11
$2.46M 1.32%
30,539
-199
12
$2.4M 1.28%
20,740
-100
13
$2.38M 1.28%
14,765
-375
14
$2.35M 1.26%
17,788
-25
15
$2.22M 1.19%
77,880
+3,939
16
$2.15M 1.15%
14,039
-125
17
$2.02M 1.08%
15,903
-558
18
$1.94M 1.04%
43,509
-11
19
$1.89M 1.01%
20,682
-720
20
$1.86M 0.99%
22,556
+105
21
$1.81M 0.97%
13,990
-25
22
$1.73M 0.92%
22,170
-400
23
$1.72M 0.92%
16,469
-150
24
$1.72M 0.92%
32,012
25
$1.71M 0.92%
13,213
-1,516
1
2 3