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
$204M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$217K
3
+$210K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.5K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$22.7K

Top Sells

1
+$327K
2
+$293K
3
+$202K
4
GE icon
GE Aerospace
GE
+$143K
5
ABT icon
Abbott
ABT
+$132K

Sector Composition

1 Industrials 7.52%
2 Healthcare 5.76%
3 Consumer Staples 5.19%
4 Energy 4.45%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 26.74%
477,802
+199
2
$45.7M 22.39%
170,043
+225
3
$11.4M 5.61%
149,058
-4,254
4
$10.2M 4.98%
113,993
-450
5
$3.4M 1.66%
33,991
-758
6
$3M 1.47%
20,418
-152
7
$2.96M 1.45%
15,040
-357
8
$2.75M 1.35%
14,640
-100
9
$2.67M 1.31%
29,065
-1,280
10
$2.61M 1.28%
31,033
-327
11
$2.58M 1.26%
17,930
-136
12
$2.55M 1.25%
13,449
-465
13
$2.48M 1.22%
63,490
-213
14
$2.47M 1.21%
29,490
-506
15
$2.4M 1.18%
81,856
+533
16
$2.39M 1.17%
17,128
-635
17
$2.38M 1.16%
19,807
-908
18
$2.27M 1.11%
42,846
-297
19
$2.15M 1.05%
20,077
-605
20
$2.07M 1.01%
16,544
-50
21
$2.04M 1%
23,900
-300
22
$2.03M 0.99%
20,950
-713
23
$1.96M 0.96%
22,045
-75
24
$1.9M 0.93%
22,506
25
$1.75M 0.86%
20,320
-225
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