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

Top Buys

1
+$348K
2
+$192K
3
+$98.3K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$87.4K
5
AMZN icon
Amazon
AMZN
+$65.8K

Top Sells

1
+$1.09M
2
+$765K
3
+$663K
4
CAT icon
Caterpillar
CAT
+$466K
5
VMC icon
Vulcan Materials
VMC
+$430K

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
NSC icon
26
Norfolk Southern
NSC
$65B
$2.09M 0.59%
8,177
CVX icon
27
Chevron
CVX
$305B
$1.86M 0.53%
12,995
PEP icon
28
PepsiCo
PEP
$204B
$1.79M 0.51%
13,562
KO icon
29
Coca-Cola
KO
$310B
$1.74M 0.49%
24,542
MMM icon
30
3M
MMM
$90.6B
$1.72M 0.49%
11,267
XOM icon
31
Exxon Mobil
XOM
$492B
$1.48M 0.42%
13,708
RF icon
32
Regions Financial
RF
$22.2B
$1.39M 0.39%
59,211
KMB icon
33
Kimberly-Clark
KMB
$36B
$1.39M 0.39%
10,770
IP icon
34
International Paper
IP
$20.7B
$1.35M 0.38%
28,865
VZ icon
35
Verizon
VZ
$172B
$1.32M 0.38%
30,604
CARR icon
36
Carrier Global
CARR
$45.7B
$1.28M 0.36%
17,422
MRK icon
37
Merck
MRK
$253B
$1.26M 0.36%
15,940
COP icon
38
ConocoPhillips
COP
$112B
$1.2M 0.34%
13,358
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.14M 0.32%
2,345
IWS icon
40
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$1.14M 0.32%
8,599
-5,021
WY icon
41
Weyerhaeuser
WY
$15.9B
$992K 0.28%
38,632
CVS icon
42
CVS Health
CVS
$100B
$966K 0.27%
14,000
VMC icon
43
Vulcan Materials
VMC
$38.6B
$931K 0.26%
3,571
-1,649
OTIS icon
44
Otis Worldwide
OTIS
$34.4B
$914K 0.26%
9,226
SO icon
45
Southern Company
SO
$98B
$908K 0.26%
9,890
EPD icon
46
Enterprise Products Partners
EPD
$70.4B
$867K 0.25%
27,960
EL icon
47
Estee Lauder
EL
$34.1B
$746K 0.21%
9,228
DD icon
48
DuPont de Nemours
DD
$16.7B
$728K 0.21%
25,358
-239
AMGN icon
49
Amgen
AMGN
$182B
$709K 0.2%
2,538
BAX icon
50
Baxter International
BAX
$9.81B
$693K 0.2%
22,875
+275
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