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Home > Institutional Investor > Athena Investment Management > Profile

Instuitional Investor - Athena Investment Management

Fund Profile
Filing Period:
Fund Name: Athena Investment Management
Portfolio Value $154,219,124
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 474,005 $26,733,903 17.33%
2.
Schwab Strategic Trust
 FNDF 159,630 $7,540,940 4.88%
3.
Unitedhealth Group Inc.
 13,598 $7,158,848 4.64%
4.
Schwab Strategic Trust
 FNDF 190,735 $7,049,583 4.57%
5.
Microsoft Corp
 MSFT 14,620 $5,497,544 3.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)