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
$223M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$603K
3
+$202K
4
AAPL icon
Apple
AAPL
+$168K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$142K

Top Sells

1
+$1M
2
+$584K
3
+$328K
4
FI icon
Fiserv
FI
+$219K
5
IBM icon
IBM
IBM
+$129K

Sector Composition

1 Industrials 6.64%
2 Healthcare 5.9%
3 Consumer Staples 5.87%
4 Technology 5.34%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 27.51%
514,154
+8,391
2
$53.3M 23.92%
178,400
+2,019
3
$10.9M 4.9%
121,561
+1,519
4
$10.2M 4.56%
135,202
+1,890
5
$3.42M 1.54%
24,614
-325
6
$3.35M 1.51%
26,953
+325
7
$3.15M 1.42%
13,598
-255
8
$3.06M 1.37%
18,090
-177
9
$2.93M 1.32%
30,607
+146
10
$2.77M 1.24%
27,646
-45
11
$2.58M 1.16%
42,701
+85
12
$2.55M 1.15%
18,628
-25
13
$2.51M 1.13%
19,392
+195
14
$2.5M 1.12%
12,762
-190
15
$2.39M 1.07%
21,402
-300
16
$2.33M 1.04%
20,812
-350
17
$2.28M 1.02%
19,388
+82
18
$2.19M 0.98%
62,407
+244
19
$2.15M 0.97%
18,712
-500
20
$2.11M 0.95%
73,967
-2,522
21
$2.06M 0.93%
12,760
-150
22
$2.02M 0.91%
17,021
23
$1.98M 0.89%
9,940
-50
24
$1.92M 0.86%
10,690
+10
25
$1.91M 0.86%
13,450
-205
1
2 3