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
$219M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$799K
3
+$555K
4
CTVA icon
Corteva
CTVA
+$328K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$297K

Top Sells

1
+$413K
2
+$98K
3
+$54.8K
4
NSC icon
Norfolk Southern
NSC
+$24.9K
5
GE icon
GE Aerospace
GE
+$10.7K

Sector Composition

1 Industrials 6.77%
2 Healthcare 6.06%
3 Consumer Staples 5.54%
4 Technology 5.41%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59M 26.95%
505,763
+9,407
2
$52M 23.77%
176,381
+2,712
3
$10.7M 4.89%
120,042
+3,337
4
$9.91M 4.53%
133,312
+2,646
5
$3.34M 1.53%
24,939
+224
6
$3.19M 1.46%
18,267
+18
7
$2.92M 1.34%
26,628
-500
8
$2.88M 1.32%
13,853
-5
9
$2.79M 1.27%
27,691
-974
10
$2.69M 1.23%
30,461
+74
11
$2.67M 1.22%
19,197
+22
12
$2.45M 1.12%
8,370
13
$2.45M 1.12%
18,653
-26
14
$2.44M 1.11%
42,616
+216
15
$2.4M 1.1%
21,702
+36
16
$2.39M 1.09%
21,162
+4
17
$2.25M 1.03%
12,952
+10
18
$2.24M 1.03%
62,163
-18
19
$2.22M 1.01%
19,212
+56
20
$2.16M 0.99%
19,306
+72
21
$2.14M 0.98%
27,877
+303
22
$2.13M 0.98%
12,910
23
$2.13M 0.97%
10,680
-125
24
$2.12M 0.97%
17,021
+25
25
$2.02M 0.92%
13,960
-24
1
2 3