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
$276M
AUM Growth
-$506K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$336K
3
+$193K
4
CVX icon
Chevron
CVX
+$123K
5
XOM icon
Exxon Mobil
XOM
+$117K

Top Sells

1
+$224K
2
+$216K
3
+$201K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$163K
5
GE icon
GE Aerospace
GE
+$156K

Sector Composition

1 Technology 6.44%
2 Healthcare 6.08%
3 Industrials 5.78%
4 Consumer Staples 4.68%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.21%
4,506
+1,360
52
$577K 0.21%
26,635
53
$564K 0.2%
2,065
-770
54
$434K 0.16%
9,542
+100
55
$420K 0.15%
2,816
56
$372K 0.13%
1,900
57
$362K 0.13%
10,680
+685
58
$328K 0.12%
1,709
59
$326K 0.12%
1,351
60
$325K 0.12%
+1,187
61
$317K 0.11%
2,220
62
$314K 0.11%
1,480
+165
63
$273K 0.1%
4,661
64
$258K 0.09%
880
65
$244K 0.09%
3,270
66
$222K 0.08%
1,315
-10
67
$218K 0.08%
4,001
+10
68
$7K ﹤0.01%
100,000
69
– –
-1,300
70
– –
-2,322
71
– –
-3,215
1 2
3