AGI
Athena Global Investors Portfolio holdings
AUM
$33.3M
1-Year Est. Return
20.99%
1 Year Est. Return
+20.99%
AUM
$33.3M
AUM Growth
-$7.82M
(-19%)
Holding
29
Top Sells
| 1 | +$773K | |
| 2 | +$615K | |
| 3 | +$610K | |
| 4 |
General Motors
GM
|
+$569K |
| 5 |
Chevron
CVX
|
+$509K |
Sector Composition
| 1 | Financials | 27.11% |
| 2 | Technology | 18.51% |
| 3 | Consumer Discretionary | 16.54% |
| 4 | Energy | 11.47% |
| 5 | Healthcare | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
BP
BP
$86.1B
| $518K | 1.56% |
17,201
-308
|
|
||
27
TEGNA Inc
TGNA
$3.17B
| $473K | 1.42% |
28,877
-6,737
|
|
||
28
JPMorgan Chase
JPM
$859B
| $470K | 1.41% |
5,351
-5,138
|
|
||
|
GCI
29
DELISTED
Gannett Co., Inc
GCI
| $249K | 0.75% |
29,713
-3,600
|
|