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
$206M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.36M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$935K
5
MO icon
Altria Group
MO
+$550K

Top Sells

1
+$668K
2
+$237K
3
+$206K
4
DD icon
DuPont de Nemours
DD
+$137K
5
T icon
AT&T
T
+$120K

Sector Composition

1 Industrials 6.71%
2 Healthcare 5.8%
3 Technology 4.9%
4 Consumer Staples 4.84%
5 Energy 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 26.63%
498,606
+13,974
2
$48.1M 23.33%
176,207
+4,128
3
$11.2M 5.45%
137,624
-8,184
4
$10.2M 4.96%
115,605
+76
5
$2.91M 1.41%
14,916
+2,037
6
$2.84M 1.38%
28,481
-205
7
$2.67M 1.29%
19,341
-715
8
$2.56M 1.24%
13,234
-1,225
9
$2.49M 1.21%
30,080
+1,200
10
$2.48M 1.2%
25,190
+815
11
$2.42M 1.17%
30,582
-276
12
$2.37M 1.15%
19,498
+2,390
13
$2.3M 1.12%
13,990
-705
14
$2.27M 1.1%
8,370
+5,000
15
$2.24M 1.09%
62,879
-75
16
$2.24M 1.08%
16,820
-1,030
17
$2.2M 1.07%
17,369
+975
18
$2.15M 1.04%
27,535
-605
19
$2.14M 1.04%
42,496
-50
20
$2.11M 1.02%
19,372
-260
21
$2.07M 1%
21,545
-450
22
$2.02M 0.98%
19,432
-520
23
$1.95M 0.95%
80,385
-4,945
24
$1.9M 0.92%
22,265
-225
25
$1.78M 0.86%
19,220
-1,280
1
2 3