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
76
– –
-1,528
77
– –
-2,816
78
– –
-3,928
79
– –
-2,220
1 2 3
4