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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
126
$271K 0.14%
5,007
+338
127
$267K 0.14%
1,648
128
$267K 0.14%
633
129
$260K 0.14%
712
130
$259K 0.13%
759
131
$257K 0.13%
1,800
132
$251K 0.13%
1,599
-118
133
$251K 0.13%
1,141
134
$250K 0.13%
3,697
-20
135
$249K 0.13%
7,641
136
$243K 0.13%
3,980
-8
137
$241K 0.13%
8,504
-70
138
$234K 0.12%
1,325
139
$233K 0.12%
2,458
-500
140
$229K 0.12%
+2,100
141
$227K 0.12%
3,020
+31
142
$226K 0.12%
1,590
143
$225K 0.12%
1,320
-188
144
$224K 0.12%
2,702
145
$222K 0.12%
2,299
146
$215K 0.11%
9,387
+240
147
$207K 0.11%
877
148
$203K 0.11%
+3,241
149
$203K 0.11%
+1,375
150
$186K 0.1%
12,310
3 4 5
6
7