AGI

Athena Global Investors Portfolio holdings

AUM $33.3M
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$12.2M
3 +$11M
4
CSCO icon
Cisco
CSCO
+$9.26M
5
C icon
Citigroup
C
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.82%
2 Financials 23.64%
3 Energy 12.14%
4 Industrials 11.39%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$992K 0.6%
+9,387
27
$766K 0.46%
+25,000
28
$722K 0.44%
+18,338
29
$695K 0.42%
+20,800
30
$362K 0.22%
+2,921