HFBOT

Home Federal Bank of Tennessee Portfolio holdings

AUM $400M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$208K
3
+$162K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$72.3K
5
NVDA icon
NVIDIA
NVDA
+$69.7K

Top Sells

1
+$1.26M
2
+$284K
3
+$268K
4
WY icon
Weyerhaeuser
WY
+$255K
5
TSCO icon
Tractor Supply
TSCO
+$216K

Sector Composition

1 Technology 7.32%
2 Healthcare 6.04%
3 Industrials 5.49%
4 Consumer Staples 3.1%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 39.92%
222,951
-1,950
2
$81M 21.67%
392,291
+807
3
$9.41M 2.52%
85,059
+681
4
$8.97M 2.4%
11,761
-15
5
$7.64M 2.04%
14,748
-65
6
$7.34M 1.96%
28,826
-10
7
$6.15M 1.64%
36,724
-250
8
$5.53M 1.48%
17,546
-162
9
$4.65M 1.24%
18,909
10
$4.64M 1.24%
11,448
-60
11
$4.56M 1.22%
44,092
+10,078
12
$4.4M 1.18%
6,602
13
$4.29M 1.15%
7,147
+363
14
$4.02M 1.07%
17,343
-104
15
$3.78M 1.01%
17,121
-10
16
$3.4M 0.91%
17,113
-106
17
$3.18M 0.85%
17,175
-141
18
$3.14M 0.84%
10,714
-75
19
$2.89M 0.77%
23,360
-225
20
$2.71M 0.73%
26,310
21
$2.61M 0.7%
51,637
-500
22
$2.6M 0.7%
19,397
-150
23
$2.44M 0.65%
15,851
-141
24
$2.43M 0.65%
8,092
-85
25
$2.32M 0.62%
19,840
1
2 3