Athena Investment Management
CIK Number: 0001921093
175.44M
Market Value
145
# of Holdings
9 months
Avg. Holding Period
70.27%
Win Rate
-3.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Lar... | 23.59 | +0.60% | 452.90K | -0.51% | 30.73M | 32.65 | 17.52% | |
| 2 | Schwab U.S. Sma... | 26.29 | +0.11% | 161.49K | +0.21% | 8.32M | 35.75 | 4.74% | |
| 3 | Schwab Internat... | 18.73 | +0.89% | 191.48K | +1.64% | 7.87M | 28.13 | 4.49% | |
| 4 | Microsoft Corp | 427.39 | +0.95% | 14.14K | -0.22% | 6.09M | 304.58 | 3.47% | |
| 5 | Jp Morgan Chase... | 241.09 | -0.39% | 26.81K | -1.83% | 5.65M | 135.8 | 3.22% |
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