Portfolio (Quarterly)
Guide ↗
Athena Investment Management
· CIK 0001921093| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MCK | McKesson Corporation | Healthcare | 457 | $375K | 0.19% | SOLD |
| 2 | KMPR | Kemper Corporation | Financial Services | 6,310 | $256K | 0.13% | SOLD |
| 3 | ETN | Eaton Corp. | Industrials | 694 | $221K | 0.11% | SOLD |
| 4 | GPN | Global Payments Inc. | Industrials | 2,702 | $209K | 0.11% | SOLD |
| 5 | VIG | Vanguard Dividend Appreciation ETF | — | 915 | $201K | 0.10% | SOLD |
Sector Allocation
Technology
25.8%
Financial Services
16.5%
Healthcare
15.0%
Industrials
13.8%
Consumer Defensive
7.5%
Energy
7.3%
Communication Services
5.0%
Consumer Cyclical
4.4%
Utilities
2.8%
Basic Materials
2.1%