AIM
Athena Investment Management Portfolio holdings
AUM
$179M
This Quarter Return
+6.5%
1 Year Return
+15.24%
3 Year Return
+56.5%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+6.4%)
Cap. Flow
+$647K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
44.88%
Holding
152
New
4
Increased
27
Reduced
57
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$932K |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$227K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$208K |
| 4 |
Morgan Stanley
MS
|
$206K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$203K |
Top Sells
| 1 |
Synchrony
SYF
|
$212K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$158K |
| 3 |
IBM
IBM
|
$153K |
| 4 |
Home Depot
HD
|
$124K |
| 5 |
JPMorgan Chase
JPM
|
$105K |
Sector Composition
| 1 | Technology | 13.12% |
| 2 | Healthcare | 8.05% |
| 3 | Industrials | 7.79% |
| 4 | Financials | 7.73% |
| 5 | Consumer Staples | 5.2% |
