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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
51
$823K 0.43%
13,739
+1,745
52
$803K 0.42%
6,700
53
$800K 0.42%
3,068
-187
54
$792K 0.41%
9,447
55
$787K 0.41%
3,967
56
$782K 0.41%
4,058
-257
57
$768K 0.4%
2,311
-36
58
$765K 0.4%
3,546
-12
59
$736K 0.38%
7,708
60
$726K 0.38%
8,647
+240
61
$724K 0.38%
2,790
+96
62
$722K 0.38%
5,831
-394
63
$710K 0.37%
1,489
-195
64
$691K 0.36%
6,705
-2,142
65
$673K 0.35%
14,915
66
$670K 0.35%
3,271
+141
67
$669K 0.35%
1,005
68
$669K 0.35%
3,643
69
$664K 0.35%
2,364
-2
70
$654K 0.34%
5,711
-36
71
$654K 0.34%
2,548
-34
72
$633K 0.33%
2,490
+787
73
$630K 0.33%
2,241
-78
74
$630K 0.33%
1,024
-157
75
$629K 0.33%
9,641
1 2
3
4 5