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AIM

Athena Investment Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$413K
3
+$214K
4
HXL icon
Hexcel
HXL
+$199K
5
VB icon
Vanguard Small-Cap ETF
VB
+$195K

Top Sells

1
+$486K
2
+$329K
3
+$272K
4
GS icon
Goldman Sachs
GS
+$233K
5
WMT icon
Walmart Inc
WMT
+$213K

Sector Composition

1 Technology 14.01%
2 Financials 8.45%
3 Industrials 8.21%
4 Healthcare 7.27%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.8%
46,037
+1,885
27
$1.41M 0.73%
10,497
28
$1.38M 0.72%
12,226
-132
29
$1.33M 0.69%
52,302
-32
30
$1.33M 0.69%
2,648
-70
31
$1.29M 0.67%
10,286
-19
32
$1.27M 0.66%
9,020
33
$1.25M 0.65%
10,019
34
$1.21M 0.63%
3,980
35
$1.18M 0.61%
26,836
+815
36
$1.17M 0.61%
4,797
-111
37
$1.15M 0.6%
16,851
-82
38
$1.15M 0.6%
42,105
-879
39
$1.12M 0.58%
38,510
40
$1.09M 0.57%
3,874
+120
41
$1.07M 0.56%
43,432
42
$1.06M 0.55%
3,543
43
$996K 0.52%
1,306
44
$980K 0.51%
6,378
45
$937K 0.49%
3,068
46
$924K 0.48%
5,556
+95
47
$902K 0.47%
1,503
-1
48
$867K 0.45%
14,514
-271
49
$862K 0.45%
11,744
+2,232
50
$855K 0.45%
4,584
-25
1
2
3 4 5