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
$338M
AUM Growth
+$120K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$980K
3
+$781K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$389K
5
MDLZ icon
Mondelez International
MDLZ
+$185K

Top Sells

1
+$83.2K
2
+$76.8K
3
+$64.8K
4
NVDA icon
NVIDIA
NVDA
+$63.4K
5
PG icon
Procter & Gamble
PG
+$58.8K

Sector Composition

1 Healthcare 6.94%
2 Technology 6.71%
3 Industrials 5.96%
4 Consumer Staples 4.04%
5 Energy 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$720K 0.21%
2,184
+500
52
$672K 0.2%
26,535
-769
53
$645K 0.19%
18,484
-239
54
$609K 0.18%
9,228
55
$556K 0.16%
9,265
56
$528K 0.16%
3,440
57
$515K 0.15%
19,300
-600
58
$410K 0.12%
880
59
$396K 0.12%
17,423
-850
60
$384K 0.11%
13,570
-416
61
$363K 0.11%
3,520
62
$355K 0.11%
1,776
63
$346K 0.1%
1,816
+500
64
$335K 0.1%
5,436
65
$316K 0.09%
1,528
66
$298K 0.09%
2,750
-500
67
$266K 0.08%
3,928
68
$243K 0.07%
2,220
69
$237K 0.07%
1,838
70
$234K 0.07%
749
71
$226K 0.07%
1,285
72
$226K 0.07%
4,095
73
$220K 0.07%
594
74
$219K 0.06%
926
-269
75
$213K 0.06%
774
1 2
3
4