HFBOT

Home Federal Bank of Tennessee Portfolio holdings

AUM $400M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$1.65M
3
+$640K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$560K
5
BAC icon
Bank of America
BAC
+$537K

Top Sells

1
+$1.7M
2
+$847K
3
+$482K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$220K
5
BAX icon
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
OTIS icon
51
Otis Worldwide
OTIS
$26.6B
$698K 0.17%
9,051
-125
DOW icon
52
Dow Inc
DOW
$25B
$656K 0.16%
15,756
+3,380
CSCO icon
53
Cisco
CSCO
$478B
$647K 0.16%
8,336
+2,900
MO icon
54
Altria Group
MO
$115B
$611K 0.15%
9,265
EL icon
55
Estee Lauder
EL
$31B
$607K 0.15%
8,453
-775
Q
56
Qnity Electronics Inc
Q
$31.8B
$593K 0.15%
5,142
-116
MDT icon
57
Medtronic
MDT
$95B
$579K 0.14%
+6,682
AMZN icon
58
Amazon
AMZN
$2.81T
$545K 0.14%
2,616
+300
GE icon
59
GE Aerospace
GE
$339B
$543K 0.14%
1,914
+325
VOO icon
60
Vanguard S&P 500 ETF
VOO
$979B
$535K 0.13%
+895
BAC icon
61
Bank of America
BAC
$366B
$507K 0.13%
+10,405
AMAT icon
62
Applied Materials
AMAT
$364B
$487K 0.12%
1,425
VGT icon
63
Vanguard Information Technology ETF
VGT
$150B
$478K 0.12%
+5,480
DD icon
64
DuPont de Nemours
DD
$19.3B
$471K 0.12%
10,294
-233
QCOM icon
65
Qualcomm
QCOM
$241B
$469K 0.12%
3,640
+200
XLK icon
66
State Street Technology Select Sector SPDR ETF
XLK
$127B
$468K 0.12%
3,520
AVGO icon
67
Broadcom
AVGO
$2.18T
$447K 0.11%
+1,445
TSLA icon
68
Tesla
TSLA
$1.56T
$440K 0.11%
+1,184
LIN icon
69
Linde
LIN
$230B
$436K 0.11%
880
BMY icon
70
Bristol-Myers Squibb
BMY
$112B
$386K 0.1%
+6,359
T icon
71
AT&T
T
$171B
$364K 0.09%
12,572
+1,102
TFC icon
72
Truist Financial
TFC
$58.4B
$348K 0.09%
7,579
+3,370
VYM icon
73
Vanguard High Dividend Yield ETF
VYM
$78.5B
$309K 0.08%
2,087
VUG icon
74
Vanguard Growth ETF
VUG
$232B
$308K 0.08%
4,230
FDX icon
75
FedEx
FDX
$80.8B
$303K 0.08%
+850
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