HFBOT
Home Federal Bank of Tennessee Portfolio holdings
AUM
$400M
1-Year Est. Return
15.95%
This Fund
S&P 500
1 Year Est. Return
+15.95%
AUM
$400M
AUM Growth
+$15.1M
(+3.9%)
Holding
95
Top Buys
| 1 | +$14.5M | |
| 2 | +$1.65M | |
| 3 | +$640K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$560K |
| 5 |
Bank of America
BAC
|
+$537K |
Top Sells
| 1 | +$1.7M | |
| 2 | +$847K | |
| 3 | +$482K | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$220K |
| 5 |
Baxter International
BAX
|
+$220K |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Healthcare | 6.53% |
| 3 | Industrials | 5.53% |
| 4 | Consumer Staples | 3.09% |
| 5 | Energy | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Automatic Data Processing
ADP
$93.4B
| $2.18M | 0.54% |
10,724
+10
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$133B
| $2.07M | 0.52% |
19,440
-400
|
|
||
28
Merck
MRK
$284B
| $2.03M | 0.51% |
16,895
+1,037
|
|
||
29
IBM
IBM
$301B
| $1.98M | 0.5% |
8,186
+706
|
|
||
30
Abbott
ABT
$153B
| $1.95M | 0.49% |
18,972
-275
|
|
||
31
ConocoPhillips
COP
$141B
| $1.93M | 0.48% |
14,653
+1,295
|
|
||
32
Coca-Cola
KO
$338B
| $1.84M | 0.46% |
24,206
-475
|
|
||
33
3M
MMM
$78.7B
| $1.61M | 0.4% |
11,117
-30
|
|
||
34
Regions Financial
RF
$23.3B
| $1.55M | 0.39% |
59,211
|
|
||
35
Verizon
VZ
$199B
| $1.53M | 0.38% |
30,570
+366
|
|
||
36
CVS Health
CVS
$116B
| $1.22M | 0.31% |
17,050
+3,300
|
|
||
37
Kimberly-Clark
KMB
$32.5B
| $1.09M | 0.27% |
11,330
+785
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.01T
| $1.09M | 0.27% |
2,268
|
|
||
39
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
| $1.08M | 0.27% |
7,424
-1,125
|
|
||
40
Enterprise Products Partners
EPD
$80.5B
| $1.03M | 0.26% |
27,260
-700
|
|
||
41
International Paper
IP
$17.8B
| $1.01M | 0.25% |
28,315
-550
|
|
||
42
Southern Company
SO
$100B
| $950K | 0.24% |
9,845
-45
|
|
||
43
Carrier Global
CARR
$54.1B
| $950K | 0.24% |
16,872
-250
|
|
||
44
NVIDIA
NVDA
$5.43T
| $926K | 0.23% |
5,312
+122
|
|
||
45
Intel
INTC
$549B
| $904K | 0.23% |
20,490
+3,267
|
|
||
46
Amgen
AMGN
$178B
| $799K | 0.2% |
2,270
|
|
||
47
Caterpillar
CAT
$399B
| $777K | 0.19% |
1,097
+113
|
|
||
48
Weyerhaeuser
WY
$17.1B
| $743K | 0.19% |
30,427
+3,038
|
|
||
49
Pfizer
PFE
$146B
| $706K | 0.18% |
25,137
+5,500
|
|
||
50
Vulcan Materials
VMC
$36.5B
| $700K | 0.18% |
2,571
|
|