AIM
Athena Investment Management Portfolio holdings
AUM
$179M
1-Year Est. Return
15.24%
1 Year Est. Return
+15.24%
AUM
$165M
AUM Growth
-$7.53M
(-4.4%)
Holding
154
Top Buys
| 1 | +$108K | |
| 2 | +$106K | |
| 3 | +$103K | |
| 4 |
Dow Inc
DOW
|
+$93.8K |
| 5 |
Broadcom
AVGO
|
+$71.8K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$778K | |
| 3 | +$752K | |
| 4 |
JPMorgan Chase
JPM
|
+$309K |
| 5 |
Curtiss-Wright
CW
|
+$302K |
Sector Composition
| 1 | Technology | 12.61% |
| 2 | Financials | 8.51% |
| 3 | Healthcare | 8.36% |
| 4 | Industrials | 7.72% |
| 5 | Consumer Staples | 4.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-3,350
|
|