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
$276M
AUM Growth
-$506K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$325K
3
+$175K
4
CVX icon
Chevron
CVX
+$125K
5
XOM icon
Exxon Mobil
XOM
+$121K

Top Sells

1
+$224K
2
+$210K
3
+$201K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$159K
5
GE icon
GE Aerospace
GE
+$156K

Sector Composition

1 Technology 6.44%
2 Healthcare 6.08%
3 Industrials 5.78%
4 Consumer Staples 4.68%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 37.62%
241,131
+3,272
2
$62.2M 22.52%
427,525
+253
3
$8.72M 3.16%
86,629
-1,342
4
$4.95M 1.79%
17,572
-398
5
$4.61M 1.67%
19,932
-135
6
$4.07M 1.47%
28,771
-100
7
$4.06M 1.47%
12,363
-65
8
$3.58M 1.29%
16,840
9
$3.45M 1.25%
24,682
-62
10
$3.27M 1.18%
19,494
+52
11
$3.26M 1.18%
37,883
-7
12
$3.24M 1.17%
30,705
+190
13
$3.01M 1.09%
18,402
-135
14
$2.87M 1.04%
17,789
-40
15
$2.79M 1.01%
28,633
-425
16
$2.66M 0.96%
8,880
-30
17
$2.62M 0.95%
17,507
-30
18
$2.36M 0.85%
9,864
+15
19
$2.33M 0.84%
11,670
-20
20
$2.3M 0.83%
19,441
-150
21
$2.17M 0.79%
5,069
22
$2.15M 0.78%
53,896
-1,000
23
$2.07M 0.75%
13,755
-70
24
$2.07M 0.75%
38,280
+180
25
$1.96M 0.71%
13,346
+167
1
2 3