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
$353M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$173K
3
+$96.7K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$83.3K
5
AMZN icon
Amazon
AMZN
+$59.4K

Top Sells

1
+$1.11M
2
+$765K
3
+$630K
4
VMC icon
Vulcan Materials
VMC
+$424K
5
CAT icon
Caterpillar
CAT
+$400K

Sector Composition

1 Technology 7.21%
2 Healthcare 6.2%
3 Industrials 5.71%
4 Consumer Staples 3.38%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.16%
3,440
52
$543K 0.15%
9,265
53
$503K 0.14%
20,758
-5,777
54
$471K 0.13%
17,784
-700
55
$464K 0.13%
2,116
+300
56
$446K 0.13%
3,520
57
$435K 0.12%
1,689
-87
58
$434K 0.12%
2,750
59
$413K 0.12%
880
60
$407K 0.12%
19,900
+600
61
$386K 0.11%
17,223
-200
62
$382K 0.11%
984
-1,200
63
$377K 0.11%
5,436
64
$335K 0.09%
11,570
-2,000
65
$261K 0.07%
1,425
66
$260K 0.07%
594
67
$246K 0.07%
2,889
68
$245K 0.07%
1,838
69
$240K 0.07%
1,285
70
$235K 0.07%
774
71
$219K 0.06%
749
72
$216K 0.06%
4,095
73
$213K 0.06%
926
74
$202K 0.06%
3,000
75
$7.5K ﹤0.01%
100,000
1 2
3
4