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
$350M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$225K
3
+$211K
4
KR icon
Kroger
KR
+$211K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$203K

Top Sells

1
+$753K
2
+$535K
3
+$518K
4
AAPL icon
Apple
AAPL
+$257K
5
LLY icon
Eli Lilly
LLY
+$236K

Sector Composition

1 Healthcare 7.33%
2 Technology 7.02%
3 Industrials 5.7%
4 Consumer Staples 4.14%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 37.47%
227,089
-1,354
2
$77.8M 22.25%
394,556
+1,411
3
$11.5M 3.3%
13,017
-262
4
$8.82M 2.52%
81,904
-1,993
5
$6.85M 1.96%
29,397
-1,153
6
$6.54M 1.87%
15,191
+76
7
$4.77M 1.36%
11,772
+33
8
$4.57M 1.31%
37,688
+388
9
$4.38M 1.25%
19,049
+200
10
$4.07M 1.16%
23,515
+197
11
$3.85M 1.1%
18,262
+172
12
$3.79M 1.08%
6,602
+17
13
$3.62M 1.04%
17,447
-44
14
$3.56M 1.02%
18,021
+326
15
$3.5M 1%
16,914
+175
16
$3.28M 0.94%
32,334
-100
17
$3M 0.86%
10,839
+150
18
$2.88M 0.82%
17,744
+136
19
$2.75M 0.79%
23,835
-4,650
20
$2.47M 0.71%
5,051
+361
21
$2.33M 0.67%
13,717
+200
22
$2.31M 0.66%
20,294
+600
23
$2.23M 0.64%
27,647
+448
24
$2.19M 0.63%
53,822
+850
25
$2.07M 0.59%
8,337
+138
1
2 3 4