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
$192M
AUM Growth
+$13.1M
(+7.3%)
Holding
159
Top Buys
| 1 | +$611K | |
| 2 | +$413K | |
| 3 | +$214K | |
| 4 |
Hexcel
HXL
|
+$199K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$195K |
Top Sells
| 1 | +$486K | |
| 2 | +$329K | |
| 3 | +$272K | |
| 4 |
Goldman Sachs
GS
|
+$233K |
| 5 |
Walmart Inc
WMT
|
+$213K |
Sector Composition
| 1 | Technology | 14.01% |
| 2 | Financials | 8.45% |
| 3 | Industrials | 8.21% |
| 4 | Healthcare | 7.27% |
| 5 | Consumer Staples | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HBI
151
DELISTED
Hanesbrands
HBI
| $128K | 0.07% |
19,394
|
|
||
152
Goodyear
GT
$1.93B
| $117K | 0.06% |
15,610
-262
|
|
||
153
Costco
COST
$442B
| – | – |
-210
|
|
||
154
International Flavors & Fragrances
IFF
$18.2B
| – | – |
-3,693
|
|
||
155
Weyerhaeuser
WY
$17.4B
| – | – |
-7,825
|
|
||
156
Accenture
ACN
$122B
| – | – |
-709
|
|