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
$239M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$220K
3
+$213K
4
ZBH icon
Zimmer Biomet
ZBH
+$208K
5
BMY icon
Bristol-Myers Squibb
BMY
+$203K

Top Sells

1
+$448K
2
+$296K
3
+$249K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$95.9K
5
MSFT icon
Microsoft
MSFT
+$82.5K

Sector Composition

1 Industrials 6.54%
2 Healthcare 6.33%
3 Technology 5.55%
4 Consumer Staples 5.54%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.8M 27.99%
513,690
-464
2
$57.2M 23.96%
177,014
-1,386
3
$11.5M 4.81%
121,304
-257
4
$10.8M 4.54%
134,830
-372
5
$3.8M 1.59%
24,091
-523
6
$3.34M 1.4%
26,716
-237
7
$3.19M 1.34%
18,040
-50
8
$2.96M 1.24%
13,543
-55
9
$2.84M 1.19%
19,442
+50
10
$2.81M 1.18%
21,402
11
$2.81M 1.18%
12,767
+5
12
$2.8M 1.17%
30,742
+135
13
$2.69M 1.13%
19,288
-100
14
$2.69M 1.13%
26,694
-952
15
$2.63M 1.1%
42,901
+200
16
$2.55M 1.07%
18,653
+25
17
$2.49M 1.04%
62,552
+145
18
$2.47M 1.04%
20,812
19
$2.16M 0.91%
12,672
-88
20
$2.13M 0.89%
18,712
21
$2.1M 0.88%
71,266
-2,701
22
$2.08M 0.87%
10,690
23
$2.06M 0.86%
17,106
+85
24
$2.05M 0.86%
9,915
-25
25
$2.02M 0.85%
13,687
-16
1
2 3