AIM
Athena Investment Management Portfolio holdings
AUM
$195M
1-Year Est. Return
20.25%
This Fund
S&P 500
1 Year Est. Return
+20.25%
AUM
$195M
AUM Growth
+$3.22M
(+1.7%)
Holding
160
Top Buys
| 1 | +$309K | |
| 2 | +$300K | |
| 3 | +$291K | |
| 4 |
Warner Bros
WBD
|
+$222K |
| 5 |
Gilead Sciences
GILD
|
+$213K |
Top Sells
| 1 | +$409K | |
| 2 | +$249K | |
| 3 | +$225K | |
| 4 |
Xylem
XYL
|
+$203K |
| 5 |
Apple
AAPL
|
+$139K |
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Financials | 8.42% |
| 3 | Industrials | 7.93% |
| 4 | Healthcare | 7.82% |
| 5 | Consumer Staples | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
PG&E
PCG
$40.4B
| $198K | 0.1% |
12,310
|
|
||
152
Goodyear
GT
$1.93B
| $137K | 0.07% |
15,610
|
|
||
153
DuPont de Nemours
DD
$18.6B
| – | – |
-7,641
|
|
||
|
HBI
154
DELISTED
Hanesbrands
HBI
| – | – |
-19,394
|
|
||
|
K
155
DELISTED
Kellanova
K
| – | – |
-4,983
|
|
||
156
Valero Energy
VLO
$70.6B
| – | – |
-1,320
|
|
||
|
157
Xylem
XYL
$29.4B
| – | – |
-1,375
|
|