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
$266M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$474K
3
+$435K
4
CSCO icon
Cisco
CSCO
+$202K
5
OTIS icon
Otis Worldwide
OTIS
+$115K

Top Sells

1
+$5.1M
2
+$1.83M
3
+$611K
4
PEP icon
PepsiCo
PEP
+$535K
5
MSFT icon
Microsoft
MSFT
+$459K

Sector Composition

1 Healthcare 6.28%
2 Technology 6.13%
3 Industrials 6.09%
4 Consumer Staples 5.03%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.8M 35.29%
235,710
+5,328
2
$60.9M 22.94%
431,472
-36,102
3
$9.01M 3.39%
89,396
-6,063
4
$4.35M 1.64%
18,455
-1,945
5
$3.99M 1.5%
13,079
-30
6
$3.9M 1.47%
20,892
-60
7
$3.8M 1.43%
17,490
8
$3.53M 1.33%
28,871
+500
9
$3.49M 1.31%
25,744
-75
10
$3.17M 1.19%
20,442
+60
11
$3.09M 1.16%
39,982
+325
12
$3.05M 1.15%
18,580
-425
13
$2.94M 1.11%
30,502
-2,150
14
$2.94M 1.11%
19,337
15
$2.72M 1.02%
9,365
16
$2.71M 1.02%
25,627
+4,116
17
$2.69M 1.01%
24,585
-16,748
18
$2.66M 1%
9,900
19
$2.46M 0.93%
20,557
+124
20
$2.39M 0.9%
18,537
+100
21
$2.32M 0.87%
39,966
-2,810
22
$2.32M 0.87%
12,290
23
$2.2M 0.83%
13,646
+125
24
$2.09M 0.79%
57,548
-3,578
25
$2.04M 0.77%
18,901
+89
1
2 3