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
101
$320K 0.23%
1,868
102
$317K 0.23%
1,998
103
$312K 0.22%
5,683
+108
104
$307K 0.22%
6,718
105
$304K 0.22%
8,786
+90
106
$293K 0.21%
1,812
107
$284K 0.2%
2,702
108
$283K 0.2%
3,077
+121
109
$283K 0.2%
4,560
-250
110
$278K 0.2%
6,800
111
$270K 0.19%
1,342
-30
112
$265K 0.19%
2,848
+154
113
$257K 0.19%
5,700
114
$257K 0.18%
8,525
-75
115
$256K 0.18%
8,702
116
$255K 0.18%
3,663
117
$252K 0.18%
4,513
+191
118
$250K 0.18%
3,667
-368
119
$249K 0.18%
+3,032
120
$238K 0.17%
1,188
121
$237K 0.17%
4,807
122
$234K 0.17%
1,368
123
$232K 0.17%
+2,233
124
$232K 0.17%
3,005
+90
125
$232K 0.17%
3,228
-6
2 3 4
5
6