HFBOT

Home Federal Bank of Tennessee Portfolio holdings

AUM $385M
1-Year Est. Return 16.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$447K
3
+$380K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$287K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234K

Top Sells

1
+$599K
2
+$549K
3
+$185K
4
JPM icon
JPMorgan Chase
JPM
+$100K
5
RTX icon
RTX Corp
RTX
+$83K

Sector Composition

1 Technology 7.4%
2 Healthcare 6.94%
3 Industrials 5.36%
4 Consumer Staples 2.98%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$224B
$2.22M 0.58%
7,480
-255
CVX icon
27
Chevron
CVX
$375B
$2.15M 0.56%
14,127
+1,211
PEP icon
28
PepsiCo
PEP
$229B
$1.93M 0.5%
13,462
MMM icon
29
3M
MMM
$85B
$1.78M 0.46%
11,147
KO icon
30
Coca-Cola
KO
$345B
$1.73M 0.45%
24,681
+139
MRK icon
31
Merck
MRK
$300B
$1.67M 0.43%
15,858
XOM icon
32
Exxon Mobil
XOM
$643B
$1.62M 0.42%
13,458
-90
RF icon
33
Regions Financial
RF
$24.2B
$1.6M 0.42%
59,211
COP icon
34
ConocoPhillips
COP
$145B
$1.25M 0.33%
13,358
VZ icon
35
Verizon
VZ
$211B
$1.23M 0.32%
30,204
IWS icon
36
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
$1.21M 0.31%
8,549
-27
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.14M 0.3%
2,268
-73
IP icon
38
International Paper
IP
$22.6B
$1.14M 0.3%
28,865
CVS icon
39
CVS Health
CVS
$104B
$1.09M 0.28%
13,750
KMB icon
40
Kimberly-Clark
KMB
$36.4B
$1.06M 0.28%
10,545
-75
NVDA icon
41
NVIDIA
NVDA
$4.43T
$968K 0.25%
5,190
+2,040
EL icon
42
Estee Lauder
EL
$36.2B
$966K 0.25%
9,228
CARR icon
43
Carrier Global
CARR
$53.4B
$905K 0.24%
17,122
-200
EPD icon
44
Enterprise Products Partners
EPD
$79.8B
$896K 0.23%
27,960
SO icon
45
Southern Company
SO
$107B
$862K 0.22%
9,890
OTIS icon
46
Otis Worldwide
OTIS
$36.4B
$802K 0.21%
9,176
AMGN icon
47
Amgen
AMGN
$208B
$743K 0.19%
2,270
VMC icon
48
Vulcan Materials
VMC
$40.5B
$733K 0.19%
2,571
WY icon
49
Weyerhaeuser
WY
$17.7B
$649K 0.17%
27,389
-1,263
INTC icon
50
Intel
INTC
$227B
$636K 0.17%
17,223
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