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
$239M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$136K
3
+$44.5K
4
WY icon
Weyerhaeuser
WY
+$2.85K
5
DOW icon
Dow Inc
DOW
+$658

Top Sells

1
+$252K
2
+$225K
3
+$224K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$208K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$202K

Sector Composition

1 Healthcare 7.45%
2 Technology 6.27%
3 Industrials 5.69%
4 Consumer Staples 4.92%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.9M 36.32%
242,336
-625
2
$54.8M 22.89%
426,111
+1,057
3
$7.03M 2.94%
85,199
-218
4
$5.4M 2.26%
16,711
-225
5
$4.08M 1.7%
29,496
6
$3.62M 1.51%
15,549
-45
7
$3.3M 1.38%
34,367
-190
8
$3.27M 1.37%
11,862
-20
9
$3.08M 1.29%
37,670
-236
10
$2.98M 1.25%
23,617
-45
11
$2.93M 1.22%
17,933
-50
12
$2.83M 1.18%
16,950
13
$2.81M 1.17%
17,521
-106
14
$2.73M 1.14%
29,366
-25
15
$2.69M 1.13%
19,334
-35
16
$2.51M 1.05%
11,105
-10
17
$2.37M 0.99%
17,620
-65
18
$2.26M 0.94%
13,845
19
$2M 0.84%
53,950
20
$1.95M 0.82%
13,604
21
$1.93M 0.8%
18,427
22
$1.89M 0.79%
19,565
23
$1.88M 0.79%
8,703
24
$1.81M 0.76%
5,069
25
$1.76M 0.74%
8,399
-1,200
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