AIM
Athena Investment Management Portfolio holdings
AUM
$179M
This Quarter Return
+5.33%
1 Year Return
+15.24%
3 Year Return
+56.5%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+4.5%)
Cap. Flow
-$267K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
45.2%
Holding
139
New
2
Increased
22
Reduced
57
Closed
2
Top Buys
| 1 |
Vanguard Industrials ETF
VIS
|
$215K |
| 2 |
NVIDIA
NVDA
|
$204K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$134K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$108K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$101K |
Top Sells
| 1 |
Microsoft
MSFT
|
$280K |
| 2 |
Valero Energy
VLO
|
$227K |
| 3 |
General Dynamics
GD
|
$206K |
| 4 |
Procter & Gamble
PG
|
$184K |
| 5 |
Apple
AAPL
|
$112K |
Sector Composition
| 1 | Technology | 13.34% |
| 2 | Healthcare | 8.97% |
| 3 | Industrials | 7.35% |
| 4 | Financials | 6.69% |
| 5 | Consumer Staples | 6.11% |
