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
$270M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$55K
3
+$50.3K
4
COP icon
ConocoPhillips
COP
+$33.8K
5
SO icon
Southern Company
SO
+$29.9K

Top Sells

1
+$666K
2
+$472K
3
+$126K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
MMM icon
3M
MMM
+$69K

Sector Composition

1 Healthcare 7.28%
2 Technology 6.8%
3 Industrials 5.18%
4 Consumer Staples 4.44%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.23%
2,278
-122
52
$601K 0.22%
2,816
53
$576K 0.21%
2,109
-1
54
$565K 0.21%
8,724
+431
55
$465K 0.17%
4,190
-246
56
$390K 0.14%
14,225
-250
57
$390K 0.14%
9,265
58
$359K 0.13%
23,923
-2,224
59
$328K 0.12%
880
60
$288K 0.11%
2,220
61
$285K 0.11%
3,480
62
$267K 0.1%
2,098
+100
63
$232K 0.09%
4,316
-12
64
$217K 0.08%
825
+7
65
$208K 0.08%
3,000
66
$8.5K ﹤0.01%
100,000
1 2
3