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
$329M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$535K
3
+$470K
4
AMZN icon
Amazon
AMZN
+$95.5K
5
AAPL icon
Apple
AAPL
+$95.2K

Top Sells

1
+$732K
2
+$245K
3
+$224K
4
MDLZ icon
Mondelez International
MDLZ
+$210K
5
PNC icon
PNC Financial Services
PNC
+$208K

Sector Composition

1 Healthcare 7.54%
2 Technology 7.17%
3 Industrials 5.42%
4 Consumer Staples 3.89%
5 Energy 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 38.04%
228,443
+858
2
$71.6M 21.77%
393,145
-4,021
3
$12M 3.66%
13,279
-13
4
$8.16M 2.48%
83,897
+24
5
$6.76M 2.06%
15,115
+100
6
$6.43M 1.96%
30,550
+452
7
$4.3M 1.31%
18,849
-10
8
$4.04M 1.23%
11,739
+123
9
$3.85M 1.17%
23,318
+63
10
$3.74M 1.14%
37,300
+5
11
$3.73M 1.14%
17,491
-5
12
$3.66M 1.11%
18,090
+282
13
$3.58M 1.09%
6,585
-158
14
$3.57M 1.09%
16,739
-9
15
$3.23M 0.98%
32,434
-200
16
$3.04M 0.92%
17,695
-10
17
$2.86M 0.87%
28,485
+76
18
$2.57M 0.78%
17,608
+119
19
$2.55M 0.78%
10,689
-20
20
$2.25M 0.68%
4,690
+127
21
$2.23M 0.68%
13,517
-58
22
$2.05M 0.62%
19,694
-415
23
$2.02M 0.61%
16,306
+150
24
$2.01M 0.61%
12,826
-128
25
$1.89M 0.57%
52,972
+162
1
2 3 4