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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
101
$398K 0.21%
6,664
102
$384K 0.2%
6,546
103
$383K 0.2%
229
104
$380K 0.2%
1,029
-6
105
$370K 0.19%
2,881
-12
106
$369K 0.19%
4,479
-15
107
$356K 0.19%
2,036
108
$333K 0.17%
4,940
-19
109
$327K 0.17%
1,522
110
$325K 0.17%
6,310
111
$323K 0.17%
862
-9
112
$318K 0.17%
2,358
113
$316K 0.16%
1,159
114
$313K 0.16%
6,622
115
$313K 0.16%
4,402
-400
116
$307K 0.16%
7,900
117
$305K 0.16%
5,655
-85
118
$300K 0.16%
3,345
119
$298K 0.16%
9,479
120
$297K 0.15%
4,475
121
$295K 0.15%
1,027
-4
122
$287K 0.15%
1,803
-42
123
$286K 0.15%
1,138
124
$278K 0.14%
938
-5
125
$271K 0.14%
2,000
3 4
5
6 7