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
$256M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$482K
3
+$353K
4
CAG icon
Conagra Brands
CAG
+$95.7K
5
DOW icon
Dow Inc
DOW
+$50.6K

Top Sells

1
+$733K
2
+$225K
3
+$214K
4
ALL icon
Allstate
ALL
+$212K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$206K

Sector Composition

1 Healthcare 7.51%
2 Technology 6.3%
3 Industrials 5.81%
4 Consumer Staples 5.07%
5 Energy 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.1M 35.92%
242,961
+1,270
2
$58.4M 22.78%
425,054
+5,140
3
$7.61M 2.97%
85,417
-85
4
$5.49M 2.14%
16,936
-225
5
$4.03M 1.57%
29,496
+150
6
$4M 1.56%
15,594
-285
7
$3.64M 1.42%
37,906
+297
8
$3.5M 1.37%
34,557
-112
9
$3.4M 1.33%
23,662
-20
10
$3.26M 1.27%
11,882
-146
11
$3.19M 1.25%
17,983
+100
12
$3.15M 1.23%
29,391
+180
13
$2.95M 1.15%
16,950
+110
14
$2.83M 1.1%
19,369
15
$2.71M 1.06%
17,685
+180
16
$2.7M 1.05%
17,627
+140
17
$2.33M 0.91%
11,115
-380
18
$2.31M 0.9%
13,845
+140
19
$2.28M 0.89%
53,950
+300
20
$2.22M 0.86%
8,703
21
$2.18M 0.85%
9,599
+120
22
$2.13M 0.83%
19,565
+155
23
$2.08M 0.81%
18,427
+160
24
$2.02M 0.79%
39,765
+760
25
$1.97M 0.77%
13,604
+175
1
2 3