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
$195M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$806K
3
+$302K
4
BMY icon
Bristol-Myers Squibb
BMY
+$202K
5
T icon
AT&T
T
+$102K

Top Sells

1
+$296K
2
+$175K
3
+$44.5K
4
RF icon
Regions Financial
RF
+$30.5K
5
GE icon
GE Aerospace
GE
+$25.4K

Sector Composition

1 Industrials 7.56%
2 Healthcare 6.16%
3 Consumer Staples 5.22%
4 Energy 4.66%
5 Technology 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 26.37%
477,603
+8,659
2
$43M 21.97%
169,818
+3,185
3
$11.4M 5.82%
153,312
-2,360
4
$9.72M 4.97%
114,443
+1,141
5
$3.49M 1.78%
34,749
+496
6
$2.79M 1.43%
20,570
-156
7
$2.76M 1.41%
30,345
-34
8
$2.75M 1.41%
14,740
-25
9
$2.7M 1.38%
15,397
10
$2.67M 1.36%
63,703
-518
11
$2.63M 1.35%
31,360
-120
12
$2.52M 1.29%
18,066
+2,163
13
$2.46M 1.26%
29,996
-543
14
$2.41M 1.23%
81,323
+3,443
15
$2.31M 1.18%
17,763
-25
16
$2.31M 1.18%
20,715
-25
17
$2.28M 1.16%
13,914
-125
18
$2.13M 1.09%
43,143
-366
19
$1.98M 1.01%
20,682
20
$1.95M 1%
16,594
+125
21
$1.93M 0.98%
21,663
-192
22
$1.93M 0.98%
22,506
-50
23
$1.91M 0.98%
22,120
-50
24
$1.8M 0.92%
24,200
-200
25
$1.71M 0.88%
31,800
-212
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2 3