AIM
Athena Investment Management Portfolio holdings
AUM
$179M
1-Year Est. Return
15.24%
1 Year Est. Return
+15.24%
AUM
$179M
AUM Growth
+$13.8M
(+8.4%)
Holding
155
Top Buys
| 1 | +$830K | |
| 2 | +$728K | |
| 3 | +$405K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$403K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$359K |
Top Sells
| 1 | +$248K | |
| 2 | +$184K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Goodyear
GT
$2.03B
| $165K | 0.09% |
15,872
|
|
||
152
Hanesbrands
HBI
$2.45B
| $88.8K | 0.05% |
19,394
|
|