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
$204M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$206K
3
+$194K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$22K

Top Sells

1
+$320K
2
+$311K
3
+$202K
4
GE icon
GE Aerospace
GE
+$163K
5
ABT icon
Abbott
ABT
+$129K

Sector Composition

1 Industrials 7.52%
2 Healthcare 5.76%
3 Consumer Staples 5.19%
4 Energy 4.45%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.27%
2,750
-305
52
$468K 0.23%
8,726
-9
53
$366K 0.18%
9,730
-455
54
$340K 0.17%
5,054
-475
55
$287K 0.14%
4,450
56
$274K 0.13%
1,900
57
$265K 0.13%
2,270
58
$257K 0.13%
3,150
59
$250K 0.12%
1,455
-25
60
$222K 0.11%
2,816
61
$221K 0.11%
+1,400
62
$217K 0.11%
+5,116
63
$210K 0.1%
+6,570
64
$8K ﹤0.01%
100,000
65
– –
-3,158
1 2
3