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
$119M
AUM Growth
-$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$193K
3 +$172K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$127K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$92.6K

Top Sells

1 +$233K
2 +$217K
3 +$82.4K
4
LLY icon
Eli Lilly
LLY
+$56.6K
5
MPC icon
Marathon Petroleum
MPC
+$30.4K

Sector Composition

1 Technology 11.82%
2 Healthcare 10.36%
3 Industrials 6.95%
4 Financials 6.66%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,980
127
-2,745