AIM

Athena Investment Management Portfolio holdings

AUM $195M
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$748K
2 +$685K
3 +$399K
4
VB icon
Vanguard Small-Cap ETF
VB
+$380K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$337K

Top Sells

1 +$195K
2 +$145K
3 +$67.9K
4
CAH icon
Cardinal Health
CAH
+$64.3K
5
MCD icon
McDonald's
MCD
+$61.7K

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
$165K 0.09%
15,872
152
$88.8K 0.05%
19,394