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
$215M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$1.45M
3
+$351K
4
OTIS icon
Otis Worldwide
OTIS
+$302K
5
TFC icon
Truist Financial
TFC
+$258K

Top Sells

1
+$5.05M
2
+$2.24M
3
+$1.67M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$140K
5
MSFT icon
Microsoft
MSFT
+$84.5K

Sector Composition

1 Healthcare 6.93%
2 Technology 6.71%
3 Consumer Staples 5.68%
4 Industrials 5.51%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.4M 30.36%
211,114
+31,537
2
$56.6M 26.27%
522,670
+3,241
3
$6.1M 2.83%
101,322
-37,220
4
$4.92M 2.28%
24,162
-415
5
$4.56M 2.12%
59,626
-65,979
6
$3.5M 1.63%
21,347
-30
7
$3.31M 1.54%
13,229
-145
8
$3.13M 1.45%
26,140
-402
9
$2.71M 1.26%
19,235
-165
10
$2.62M 1.21%
28,688
11
$2.62M 1.21%
32,745
+225
12
$2.59M 1.2%
17,890
-150
13
$2.5M 1.16%
20,417
-370
14
$2.49M 1.16%
40,389
+23,484
15
$2.4M 1.11%
18,125
-305
16
$2.38M 1.1%
43,066
17
$2.27M 1.06%
22,191
-1,370
18
$1.98M 0.92%
18,682
19
$1.9M 0.88%
20,775
-75
20
$1.9M 0.88%
62,407
-145
21
$1.87M 0.87%
13,245
-70
22
$1.87M 0.87%
10,640
-50
23
$1.86M 0.86%
9,865
-50
24
$1.83M 0.85%
18,658
+16
25
$1.83M 0.85%
12,285
-300
1
2 3