AIS

American Investment Services Portfolio holdings

AUM $416M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.28M
3
+$4.32M
4
CVX icon
Chevron
CVX
+$1.84M
5
MO icon
Altria Group
MO
+$1.82M

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.37M
4
IBM icon
IBM
IBM
+$533K
5
IAU icon
iShares Gold Trust
IAU
+$517K

Sector Composition

1 Technology 6.43%
2 Energy 5.49%
3 Materials 4.64%
4 Communication Services 3.91%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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