AIM
Athena Investment Management Portfolio holdings
AUM
$179M
1-Year Return
15.24%
This Quarter Return
+9.24%
1 Year Return
+15.24%
3 Year Return
+56.5%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$13.8M
(+8.4%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
44.05%
Holding
155
New
9
Increased
24
Reduced
54
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$830K |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$728K |
| 3 |
Apple
AAPL
|
$405K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$403K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$359K |
Top Sells
| 1 |
GE Vernova
GEV
|
$248K |
| 2 |
Broadcom
AVGO
|
$184K |
| 3 |
JPMorgan Chase
JPM
|
$77.1K |
| 4 |
Cardinal Health
CAH
|
$72.7K |
| 5 |
GE Aerospace
GE
|
$63.1K |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Financials | 8.67% |
| 3 | Industrials | 7.94% |
| 4 | Healthcare | 7.25% |
| 5 | Consumer Staples | 4.35% |
