AIS
American Investment Services Portfolio holdings
AUM
$392M
1-Year Return
14.48%
This Quarter Return
+2.61%
1 Year Return
+14.48%
3 Year Return
+48.04%
5 Year Return
+80.43%
10 Year Return
+183.34%
AUM
$289M
AUM Growth
+$6.7M
(+2.4%)
Cap. Flow
+$164K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
61.01%
Holding
120
New
2
Increased
33
Reduced
30
Closed
5
Top Buys
| 1 |
Exxon Mobil
XOM
|
$4.02M |
| 2 |
Evergy
EVRG
|
$2.33M |
| 3 |
IBM
IBM
|
$1.79M |
| 4 |
Procter & Gamble
PG
|
$1.53M |
| 5 |
Verizon
VZ
|
$807K |
Top Sells
| 1 |
Chevron
CVX
|
$4.51M |
| 2 |
Boeing
BA
|
$2.28M |
| 3 |
GXP
Great Plains Energy Incorporated
GXP
|
$1.1M |
| 4 |
WR
Westar Energy Inc
WR
|
$1.09M |
| 5 |
Pfizer
PFE
|
$932K |
Sector Composition
| 1 | Energy | 12.44% |
| 2 | Communication Services | 10.6% |
| 3 | Utilities | 8.39% |
| 4 | Technology | 7.99% |
| 5 | Healthcare | 4.97% |
