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
$298M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$214K
3
+$205K
4
AMAT icon
Applied Materials
AMAT
+$203K
5
BAX icon
Baxter International
BAX
+$154K

Top Sells

1
+$376K
2
+$267K
3
+$206K
4
AAPL icon
Apple
AAPL
+$193K
5
CAT icon
Caterpillar
CAT
+$88.7K

Sector Composition

1 Technology 6.95%
2 Healthcare 6.92%
3 Industrials 5.42%
4 Consumer Staples 4.07%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 37.09%
231,594
+185
2
$70.4M 23.6%
404,691
-440
3
$8.54M 2.86%
82,829
+59
4
$7.85M 2.63%
13,466
-645
5
$5.65M 1.89%
15,026
-90
6
$5.63M 1.89%
29,256
-1,000
7
$4.04M 1.35%
11,651
-20
8
$3.74M 1.26%
18,859
-30
9
$3.51M 1.18%
16,718
-15
10
$3.42M 1.15%
23,355
11
$3.22M 1.08%
32,634
-699
12
$3.17M 1.06%
6,673
13
$3.14M 1.05%
37,295
-25
14
$3.13M 1.05%
17,496
15
$3.03M 1.02%
17,808
-25
16
$2.76M 0.93%
28,462
-22
17
$2.75M 0.92%
17,730
-50
18
$2.74M 0.92%
17,474
19
$2.5M 0.84%
10,734
20
$2.31M 0.77%
13,590
21
$2.17M 0.73%
19,709
-40
22
$1.94M 0.65%
8,199
23
$1.93M 0.65%
12,954
-50
24
$1.91M 0.64%
52,960
-25
25
$1.77M 0.59%
16,253
-65
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