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
$167M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.41M
3
+$199K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$105K
5
IP icon
International Paper
IP
+$24K

Top Sells

1
+$144K
2
+$98.6K
3
+$97.7K
4
PEP icon
PepsiCo
PEP
+$38.4K
5
GE icon
GE Aerospace
GE
+$11.8K

Sector Composition

1 Industrials 7.47%
2 Healthcare 6.51%
3 Consumer Staples 5.86%
4 Energy 4.86%
5 Technology 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.3%
13,467
52
$501K 0.3%
9,114
53
$384K 0.23%
2,655
+25
54
$337K 0.2%
15,112
55
$288K 0.17%
3,915
56
$261K 0.16%
4,382
57
$260K 0.16%
4,005
58
$236K 0.14%
2,270
59
$222K 0.13%
3,213
60
$203K 0.12%
2,077
+16
61
$200K 0.12%
+4,872
62
$37K 0.02%
100,000
1 2
3