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
$338M
AUM Growth
+$120K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$965K
3
+$721K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$359K
5
MDLZ icon
Mondelez International
MDLZ
+$204K

Top Sells

1
+$82.6K
2
+$73.9K
3
+$63.5K
4
PG icon
Procter & Gamble
PG
+$59.8K
5
RTX icon
RTX Corp
RTX
+$54.8K

Sector Composition

1 Healthcare 6.94%
2 Technology 6.71%
3 Industrials 5.96%
4 Consumer Staples 4.04%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 37.42%
225,089
+4,576
2
$74.5M 22.05%
391,037
+5,063
3
$9.73M 2.88%
11,776
-100
4
$8.19M 2.42%
84,020
+3,685
5
$6.3M 1.86%
28,357
+400
6
$5.57M 1.65%
14,826
-139
7
$4.9M 1.45%
36,974
-414
8
$4.34M 1.29%
17,708
-79
9
$4.2M 1.24%
11,458
-139
10
$3.95M 1.17%
17,072
-45
11
$3.89M 1.15%
22,817
-351
12
$3.81M 1.13%
18,909
-140
13
$3.69M 1.09%
6,602
14
$3.64M 1.08%
17,369
-152
15
$3.58M 1.06%
16,904
-5
16
$3.3M 0.98%
10,789
-50
17
$3.17M 0.94%
30,629
-252
18
$3.02M 0.89%
6,436
+1,538
19
$2.88M 0.85%
23,585
20
$2.87M 0.85%
17,316
-68
21
$2.59M 0.77%
19,547
-122
22
$2.35M 0.7%
53,087
-85
23
$2.29M 0.68%
26,110
-117
24
$2.17M 0.64%
12,995
-100
25
$2.03M 0.6%
13,562
-5
1
2 3 4