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
$292M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$214K
3
+$212K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$131K
5
AAPL icon
Apple
AAPL
+$105K

Top Sells

1
+$471K
2
+$362K
3
+$351K
4
DIS icon
Walt Disney
DIS
+$204K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$186K

Sector Composition

1 Technology 6.55%
2 Healthcare 6.51%
3 Industrials 5.62%
4 Consumer Staples 4.72%
5 Energy 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 37.54%
241,691
-410
2
$65.4M 22.39%
419,914
-2,254
3
$8.76M 3%
85,502
-101
4
$5.12M 1.75%
29,346
+600
5
$4.91M 1.68%
17,161
-1,645
6
$4.89M 1.68%
15,879
+60
7
$3.73M 1.28%
37,609
-33
8
$3.64M 1.25%
34,669
-1,097
9
$3.62M 1.24%
23,682
-412
10
$3.6M 1.23%
12,028
-5
11
$3.28M 1.12%
16,840
12
$3.26M 1.12%
29,211
+477
13
$3.2M 1.1%
19,369
14
$3.17M 1.09%
17,883
+25
15
$2.84M 0.97%
17,505
-154
16
$2.77M 0.95%
17,487
17
$2.7M 0.93%
9,479
+15
18
$2.62M 0.9%
11,495
19
$2.49M 0.85%
18,267
20
$2.47M 0.85%
53,650
+146
21
$2.37M 0.81%
8,703
22
$2.3M 0.79%
19,410
-45
23
$2.29M 0.79%
13,705
-50
24
$2.29M 0.78%
5,069
25
$2.19M 0.75%
13,429
+93
1
2 3