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
$173M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$331K
2 +$302K
3 +$254K
4
KMI icon
Kinder Morgan
KMI
+$242K
5
CRM icon
Salesforce
CRM
+$236K

Top Sells

1 +$397K
2 +$248K
3 +$205K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$203K
5
GEV icon
GE Vernova
GEV
+$186K

Sector Composition

1 Technology 13.4%
2 Financials 8.19%
3 Healthcare 7.55%
4 Industrials 7.55%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$143K 0.08%
15,872
152
-4,288
153
-1,025
154
-1,515