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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$30.1M
3
+$10.3M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.06M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.43%
2 Healthcare 6.72%
3 Consumer Staples 5.87%
4 Energy 5.1%
5 Technology 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.3%
+9,114
52
$447K 0.29%
+13,627
53
$383K 0.25%
+2,898
54
$319K 0.21%
+13,448
55
$301K 0.2%
+4,525
56
$270K 0.18%
+3,915
57
$230K 0.15%
+4,382
58
$224K 0.15%
+2,270
59
$220K 0.14%
+4,057
60
$217K 0.14%
+2,061
61
$210K 0.14%
+2,200
62
$209K 0.14%
+4,872
63
$39K 0.03%
+100,000
1 2
3