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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
76
$609K 0.32%
61,493
+645
77
$593K 0.31%
1,297
78
$586K 0.31%
7,640
-275
79
$584K 0.3%
1,775
80
$570K 0.3%
1,915
-236
81
$557K 0.29%
2,266
-14
82
$556K 0.29%
698
-315
83
$542K 0.28%
1,694
84
$536K 0.28%
1,173
85
$526K 0.27%
4,619
86
$520K 0.27%
5,458
87
$504K 0.26%
1,716
-150
88
$500K 0.26%
1,078
-55
89
$489K 0.25%
6,489
90
$479K 0.25%
3,317
-15
91
$477K 0.25%
5,006
92
$468K 0.24%
1,922
-158
93
$468K 0.24%
4,944
94
$467K 0.24%
1,672
-46
95
$437K 0.23%
3,214
-35
96
$437K 0.23%
5,788
97
$427K 0.22%
+5,818
98
$417K 0.22%
1,998
99
$409K 0.21%
4,983
-120
100
$404K 0.21%
523
-78
2 3
4
5 6