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
$252M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$258K
3
+$214K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$213K
5
OTIS icon
Otis Worldwide
OTIS
+$82K

Top Sells

1
+$6.86M
2
+$1.54M
3
+$586K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$318K
5
T icon
AT&T
T
+$252K

Sector Composition

1 Healthcare 6.3%
2 Technology 6.27%
3 Industrials 5.87%
4 Consumer Staples 5.53%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.5M 34.26%
230,382
+17,399
2
$59.9M 23.71%
467,574
-53,560
3
$7.76M 3.08%
95,459
-3,909
4
$4.54M 1.8%
20,400
-2,634
5
$4.01M 1.59%
41,333
-15,906
6
$3.77M 1.49%
28,371
-195
7
$3.72M 1.47%
17,490
-125
8
$3.59M 1.42%
25,819
-281
9
$3.54M 1.4%
20,952
-355
10
$3.48M 1.38%
13,109
-70
11
$3.01M 1.19%
20,382
-10
12
$2.99M 1.18%
19,005
-200
13
$2.99M 1.18%
32,652
-43
14
$2.84M 1.12%
39,657
-682
15
$2.61M 1.04%
17,620
-450
16
$2.51M 1%
42,776
-240
17
$2.49M 0.99%
9,365
-500
18
$2.46M 0.97%
19,337
-100
19
$2.35M 0.93%
9,900
-740
20
$2.25M 0.89%
21,511
-740
21
$2.24M 0.89%
20,433
-232
22
$2.17M 0.86%
18,437
-200
23
$2.17M 0.86%
12,290
+5
24
$2.02M 0.8%
18,812
+229
25
$1.98M 0.78%
13,521
+157
1
2 3