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
$211M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$201K
3
+$158K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.8K
5
WY icon
Weyerhaeuser
WY
+$76.4K

Top Sells

1
+$1.33M
2
+$1.23M
3
+$79K
4
CVX icon
Chevron
CVX
+$55.4K
5
YUM icon
Yum! Brands
YUM
+$50K

Sector Composition

1 Industrials 6.97%
2 Healthcare 6.51%
3 Consumer Staples 5.42%
4 Technology 5.36%
5 Energy 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56M 26.52%
496,356
-11,801
2
$49.4M 23.42%
173,669
-4,316
3
$10.1M 4.8%
116,705
+1,080
4
$9.64M 4.57%
130,666
+128
5
$2.92M 1.38%
24,715
-76
6
$2.9M 1.37%
18,249
+60
7
$2.86M 1.35%
28,665
+193
8
$2.82M 1.34%
27,128
-360
9
$2.81M 1.33%
21,666
-135
10
$2.73M 1.3%
30,387
-195
11
$2.68M 1.27%
19,175
-206
12
$2.66M 1.26%
13,858
-155
13
$2.51M 1.19%
42,400
-10
14
$2.43M 1.15%
13,984
15
$2.36M 1.12%
8,370
16
$2.36M 1.12%
12,942
+45
17
$2.29M 1.08%
18,679
-645
18
$2.25M 1.07%
62,181
-222
19
$2.23M 1.06%
21,158
-100
20
$2.23M 1.06%
27,574
+183
21
$2.09M 0.99%
16,996
-450
22
$2.06M 0.98%
12,910
-5
23
$2.02M 0.96%
10,805
-65
24
$1.99M 0.94%
19,156
-25
25
$1.95M 0.92%
19,234
1
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