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
$197M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$540K
3
+$133K
4
T icon
AT&T
T
+$93.6K
5
MSFT icon
Microsoft
MSFT
+$43.4K

Top Sells

1
+$531K
2
+$250K
3
+$245K
4
HD icon
Home Depot
HD
+$102K
5
PG icon
Procter & Gamble
PG
+$73.3K

Sector Composition

1 Industrials 7.52%
2 Healthcare 5.61%
3 Consumer Staples 4.98%
4 Technology 4.27%
5 Energy 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 26.9%
484,632
+6,830
2
$45.7M 23.18%
172,079
+2,036
3
$11M 5.58%
145,808
-3,250
4
$9.98M 5.07%
115,529
+1,536
5
$3.12M 1.58%
14,459
-181
6
$2.87M 1.46%
28,686
-5,305
7
$2.78M 1.41%
20,056
-362
8
$2.7M 1.37%
14,695
-345
9
$2.39M 1.21%
30,858
-175
10
$2.3M 1.17%
85,330
+3,474
11
$2.3M 1.17%
12,879
-570
12
$2.29M 1.16%
17,850
-80
13
$2.23M 1.13%
28,140
-925
14
$2.23M 1.13%
24,375
+475
15
$2.19M 1.11%
19,952
-125
16
$2.19M 1.11%
17,108
-20
17
$2.15M 1.09%
28,880
-610
18
$2.14M 1.09%
19,632
-175
19
$2.04M 1.03%
42,546
-300
20
$2M 1.02%
21,995
-50
21
$1.98M 1.01%
62,954
-536
22
$1.94M 0.98%
20,500
-450
23
$1.87M 0.95%
16,394
-150
24
$1.74M 0.88%
22,490
-16
25
$1.71M 0.87%
20,270
-50
1
2 3