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
$353M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$173K
3
+$96.7K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$83.3K
5
AMZN icon
Amazon
AMZN
+$59.4K

Top Sells

1
+$1.11M
2
+$765K
3
+$630K
4
VMC icon
Vulcan Materials
VMC
+$424K
5
CAT icon
Caterpillar
CAT
+$400K

Sector Composition

1 Technology 7.21%
2 Healthcare 6.2%
3 Industrials 5.71%
4 Consumer Staples 3.38%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.59%
8,177
27
$1.86M 0.53%
12,995
28
$1.79M 0.51%
13,562
29
$1.74M 0.49%
24,542
30
$1.72M 0.49%
11,267
31
$1.48M 0.42%
13,708
32
$1.39M 0.39%
59,211
33
$1.39M 0.39%
10,770
34
$1.35M 0.38%
28,865
35
$1.32M 0.38%
30,604
36
$1.28M 0.36%
17,422
37
$1.26M 0.36%
15,940
38
$1.2M 0.34%
13,358
39
$1.14M 0.32%
2,345
40
$1.14M 0.32%
8,599
-5,021
41
$992K 0.28%
38,632
42
$966K 0.27%
14,000
43
$931K 0.26%
3,571
-1,649
44
$914K 0.26%
9,226
45
$908K 0.26%
9,890
46
$867K 0.25%
27,960
47
$746K 0.21%
9,228
48
$728K 0.21%
25,358
-239
49
$709K 0.2%
2,538
50
$693K 0.2%
22,875
+275
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