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
$283M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$260K
3
+$244K
4
WMT icon
Walmart
WMT
+$58.6K
5
ABBV icon
AbbVie
ABBV
+$37.1K

Top Sells

1
+$1.7M
2
+$1.4M
3
+$261K
4
AAPL icon
Apple
AAPL
+$182K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$108K

Sector Composition

1 Healthcare 7.04%
2 Technology 6.91%
3 Industrials 5.66%
4 Consumer Staples 4.68%
5 Energy 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 36.52%
231,688
-3,814
2
$65.8M 23.26%
408,051
-8,682
3
$7.82M 2.77%
82,242
-898
4
$7.22M 2.55%
15,404
-10
5
$5.81M 2.05%
29,956
-940
6
$5.2M 1.84%
15,280
-39
7
$3.69M 1.3%
18,939
-75
8
$3.67M 1.3%
37,420
-117
9
$3.64M 1.29%
11,722
-70
10
$3.56M 1.26%
23,447
-45
11
$3.48M 1.23%
16,775
12
$3.26M 1.15%
33,423
-1,104
13
$3.04M 1.07%
17,522
-100
14
$2.96M 1.05%
6,673
+1,604
15
$2.9M 1.03%
17,528
-40
16
$2.61M 0.92%
17,916
-15
17
$2.59M 0.92%
28,863
-290
18
$2.51M 0.89%
13,570
-80
19
$2.4M 0.85%
17,800
+275
20
$2.37M 0.84%
10,784
-10
21
$2.15M 0.76%
19,749
+274
22
$2.05M 0.73%
13,035
-280
23
$1.98M 0.7%
53,227
-515
24
$1.93M 0.68%
16,735
-197
25
$1.86M 0.66%
8,224
1
2 3