AIS

American Investment Services Portfolio holdings

AUM $392M
1-Year Est. Return 14.48%
This Quarter Est. Return
1 Year Est. Return
+14.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$8.1M
3 +$7.87M
4
CVX icon
Chevron
CVX
+$1.63M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.54M

Top Sells

1 +$2.31M
2 +$1.93M
3 +$1.82M
4
IAU icon
iShares Gold Trust
IAU
+$856K
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 6.04%
2 Energy 4.79%
3 Materials 3.86%
4 Communication Services 3.73%
5 Real Estate 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-35,522