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
$227M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$213K
3
+$204K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$22.9K
5
CARR icon
Carrier Global
CARR
+$7.5K

Top Sells

1
+$237K
2
+$193K
3
+$174K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$123K
5
WBA
Walgreens Boots Alliance
WBA
+$74.3K

Sector Composition

1 Healthcare 6.49%
2 Technology 6.43%
3 Consumer Staples 5.94%
4 Industrials 5.61%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.21%
30,135
52
$433K 0.19%
12,071
-1,900
53
$396K 0.17%
10,242
54
$332K 0.15%
10,889
+265
55
$331K 0.15%
5,300
-19
56
$330K 0.15%
9,245
57
$287K 0.13%
2,816
58
$283K 0.12%
1,291
-55
59
$271K 0.12%
2,220
60
$261K 0.11%
6,862
61
$244K 0.11%
2,675
62
$239K 0.11%
1,600
63
$215K 0.09%
13,710
-948
64
$210K 0.09%
+880
65
$209K 0.09%
+1,900
66
$159K 0.07%
5,133
-995
67
$9K ﹤0.01%
100,000
1 2
3