AIM
Athena Investment Management Portfolio holdings
AUM
$179M
This Quarter Return
+8.66%
1 Year Return
+15.24%
3 Year Return
+56.5%
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+8.1%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
44.44%
Holding
149
New
10
Increased
32
Reduced
48
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$477K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$469K |
| 3 |
iShares US Healthcare ETF
IYH
|
$324K |
| 4 |
Synchrony
SYF
|
$270K |
| 5 |
iShares US Financial Services ETF
IYG
|
$222K |
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$457K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$428K |
| 3 |
JPMorgan Chase
JPM
|
$134K |
| 4 |
Microsoft
MSFT
|
$98.4K |
| 5 |
Caterpillar
CAT
|
$90.5K |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Healthcare | 8.43% |
| 3 | Financials | 7.74% |
| 4 | Industrials | 7.52% |
| 5 | Consumer Staples | 5.22% |
