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
$269M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$231K
3
+$209K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$97.2K
5
MMM icon
3M
MMM
+$64.3K

Top Sells

1
+$1.46M
2
+$678K
3
+$219K
4
ALL icon
Allstate
ALL
+$207K
5
TFC icon
Truist Financial
TFC
+$201K

Sector Composition

1 Technology 6.77%
2 Healthcare 6.73%
3 Industrials 5.8%
4 Consumer Staples 5.02%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.8M 36.03%
235,502
-3,561
2
$63.2M 23.53%
416,733
-4,465
3
$7.78M 2.9%
83,140
-965
4
$5.29M 1.97%
15,414
-130
5
$5.09M 1.9%
30,896
+1,400
6
$4.42M 1.64%
15,319
-230
7
$3.75M 1.4%
19,014
-320
8
$3.68M 1.37%
37,537
-500
9
$3.49M 1.3%
23,492
-200
10
$3.48M 1.3%
11,792
-105
11
$3.43M 1.27%
34,527
-625
12
$3.21M 1.19%
16,775
-250
13
$2.88M 1.07%
17,622
-105
14
$2.81M 1.05%
29,153
-243
15
$2.79M 1.04%
17,525
-10
16
$2.72M 1.01%
17,568
-85
17
$2.49M 0.93%
13,650
-195
18
$2.4M 0.89%
10,794
-175
19
$2.34M 0.87%
17,931
-341
20
$2.17M 0.81%
13,315
-314
21
$2.14M 0.8%
8,703
22
$2.08M 0.77%
5,069
23
$2.05M 0.76%
53,742
-1,626
24
$1.97M 0.73%
19,475
+90
25
$1.8M 0.67%
16,932
+507
1
2 3