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AIM

Athena Investment Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$413K
3
+$214K
4
HXL icon
Hexcel
HXL
+$199K
5
VB icon
Vanguard Small-Cap ETF
VB
+$195K

Top Sells

1
+$486K
2
+$329K
3
+$272K
4
GS icon
Goldman Sachs
GS
+$233K
5
WMT icon
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
1
$34.5M 17.95%
1,308,343
-12,965
2
$8.7M 4.53%
373,859
-1,130
3
$8.44M 4.4%
302,407
-18,168
4
$7.72M 4.02%
24,466
-459
5
$7.21M 3.75%
13,915
-75
6
$4.47M 2.33%
17,537
-593
7
$4.09M 2.13%
128,143
-4
8
$2.63M 1.37%
11,349
-12
9
$2.56M 1.33%
15,299
-72
10
$2.54M 1.33%
6,281
11
$2.53M 1.32%
8,423
-114
12
$2.46M 1.28%
82,913
+967
13
$2.33M 1.21%
9,629
-9
14
$2.3M 1.2%
16,383
-58
15
$2.05M 1.07%
6,216
+272
16
$2.03M 1.06%
6,600
+2,064
17
$1.98M 1.03%
17,762
-59
18
$1.95M 1.02%
20,869
19
$1.82M 0.95%
6,450
20
$1.67M 0.87%
20,904
-42
21
$1.66M 0.87%
10,702
+281
22
$1.64M 0.86%
2,699
23
$1.56M 0.82%
8,437
-102
24
$1.56M 0.81%
46,567
-1,827
25
$1.55M 0.81%
2,310
-20
1
2 3 4 5