AIM

Athena Investment Management Portfolio holdings

AUM $179M
1-Year Est. Return 15.24%
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$232K
3
+$208K
4
VZ icon
Verizon
VZ
+$129K
5
GT icon
Goodyear
GT
+$56.7K

Top Sells

1
+$371K
2
+$209K
3
+$202K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$100K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$97.2K

Sector Composition

1 Technology 12.89%
2 Healthcare 9.54%
3 Industrials 7.49%
4 Financials 6.5%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.42%
11,901
52
$575K 0.41%
5,739
+275
53
$537K 0.39%
5,411
-4
54
$537K 0.39%
1,563
55
$534K 0.38%
2,633
56
$534K 0.38%
2,333
-6
57
$534K 0.38%
2,362
58
$532K 0.38%
2,134
59
$525K 0.38%
1,634
60
$517K 0.37%
1,453
-8
61
$517K 0.37%
1,253
-3
62
$512K 0.37%
2,740
63
$501K 0.36%
3,350
64
$488K 0.35%
1,492
65
$486K 0.35%
6,543
-10
66
$483K 0.35%
9,655
67
$464K 0.33%
2,815
-103
68
$445K 0.32%
2,055
69
$442K 0.32%
5,488
+148
70
$422K 0.3%
1,894
71
$421K 0.3%
2,133
72
$415K 0.3%
6,648
-32
73
$414K 0.3%
6,965
74
$414K 0.3%
1,738
-2
75
$412K 0.3%
1,006
1 2
3
4 5