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
$302M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$463K
3
+$212K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$206K
5
AMGN icon
Amgen
AMGN
+$94.6K

Top Sells

1
+$839K
2
+$590K
3
+$581K
4
LLY icon
Eli Lilly
LLY
+$311K
5
XOM icon
Exxon Mobil
XOM
+$208K

Sector Composition

1 Technology 6.65%
2 Healthcare 6.39%
3 Industrials 5.59%
4 Consumer Staples 4.93%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 38.23%
242,101
+970
2
$66.1M 21.89%
422,168
-5,357
3
$8.94M 2.96%
85,603
-1,026
4
$5.32M 1.76%
15,819
-1,753
5
$5.2M 1.72%
18,806
-1,126
6
$5.1M 1.69%
28,746
-25
7
$4.99M 1.65%
12,033
-330
8
$3.94M 1.3%
24,094
-588
9
$3.79M 1.25%
35,766
+5,061
10
$3.51M 1.16%
16,840
11
$3.4M 1.13%
19,369
-125
12
$3.24M 1.07%
37,642
-241
13
$3.22M 1.07%
8,703
-177
14
$3.06M 1.01%
17,858
+69
15
$3.02M 1%
28,734
+101
16
$2.92M 0.97%
17,487
-20
17
$2.89M 0.96%
18,267
-135
18
$2.83M 0.94%
11,495
-175
19
$2.82M 0.93%
9,464
-400
20
$2.74M 0.91%
19,455
+14
21
$2.41M 0.8%
5,069
22
$2.39M 0.79%
17,659
-120
23
$2.39M 0.79%
13,755
24
$2.09M 0.69%
53,504
-392
25
$2.01M 0.67%
13,544
+198
1
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