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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$218K
3
+$167K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$75.3K
5
NVDA icon
NVIDIA
NVDA
+$74.6K

Top Sells

1
+$1.31M
2
+$308K
3
+$247K
4
BAX icon
Baxter International
BAX
+$240K
5
TSCO icon
Tractor Supply
TSCO
+$216K

Sector Composition

1 Technology 7.32%
2 Healthcare 6.04%
3 Industrials 5.49%
4 Consumer Staples 3.1%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$286B
$2.18M 0.58%
7,735
-100
CVX icon
27
Chevron
CVX
$305B
$2.01M 0.54%
12,916
-79
PEP icon
28
PepsiCo
PEP
$204B
$1.89M 0.51%
13,462
-100
MMM icon
29
3M
MMM
$90.6B
$1.73M 0.46%
11,147
-120
KO icon
30
Coca-Cola
KO
$310B
$1.63M 0.44%
24,542
RF icon
31
Regions Financial
RF
$22.2B
$1.56M 0.42%
59,211
XOM icon
32
Exxon Mobil
XOM
$492B
$1.53M 0.41%
13,548
-160
IP icon
33
International Paper
IP
$20.7B
$1.34M 0.36%
28,865
MRK icon
34
Merck
MRK
$253B
$1.33M 0.36%
15,858
-82
VZ icon
35
Verizon
VZ
$172B
$1.33M 0.36%
30,204
-400
KMB icon
36
Kimberly-Clark
KMB
$36B
$1.32M 0.35%
10,620
-150
COP icon
37
ConocoPhillips
COP
$112B
$1.26M 0.34%
13,358
IWS icon
38
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$1.2M 0.32%
8,576
-23
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.18M 0.31%
2,341
-4
CVS icon
40
CVS Health
CVS
$100B
$1.04M 0.28%
13,750
-250
CARR icon
41
Carrier Global
CARR
$45.7B
$1.03M 0.28%
17,322
-100
SO icon
42
Southern Company
SO
$98B
$937K 0.25%
9,890
EPD icon
43
Enterprise Products Partners
EPD
$70.4B
$874K 0.23%
27,960
OTIS icon
44
Otis Worldwide
OTIS
$34.4B
$839K 0.22%
9,176
-50
DD icon
45
DuPont de Nemours
DD
$16.7B
$820K 0.22%
25,160
-198
EL icon
46
Estee Lauder
EL
$34.1B
$813K 0.22%
9,228
VMC icon
47
Vulcan Materials
VMC
$38.6B
$791K 0.21%
2,571
-1,000
WY icon
48
Weyerhaeuser
WY
$15.9B
$710K 0.19%
28,652
-9,980
AMGN icon
49
Amgen
AMGN
$182B
$641K 0.17%
2,270
-268
MO icon
50
Altria Group
MO
$99.3B
$612K 0.16%
9,265
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