AIC

Ayalon Insurance Company Portfolio holdings

AUM $395M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.3M
3
+$2.25M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.57M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.32M

Top Sells

1
+$2.66M
2
+$2.07M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.37M
5
AMT icon
American Tower
AMT
+$1.29M

Sector Composition

1 Technology 5.34%
2 Financials 4.91%
3 Consumer Discretionary 2.63%
4 Healthcare 0.95%
5 Real Estate 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.08%
12,826
-56
27
$1.74M 1.05%
18,840
28
$1.68M 1.01%
7,904
+70
29
$1.61M 0.97%
8,550
+60
30
$1.57M 0.95%
+45,013
31
$1.56M 0.94%
5,240
+40
32
$1.55M 0.94%
31,329
-11,050
33
$1.55M 0.93%
52,860
-90,710
34
$1.54M 0.93%
35,231
-11,300
35
$1.52M 0.92%
10,920
-7,880
36
$1.47M 0.89%
41,844
+10,140
37
$1.46M 0.88%
9,250
+1,550
38
$1.42M 0.86%
24,350
+1,500
39
$1.32M 0.8%
29,120
-5,050
40
$1.21M 0.73%
9,400
41
$1.18M 0.71%
21,947
-710
42
$1.16M 0.7%
1,988
43
$1.14M 0.69%
20,335
+180
44
$1.13M 0.68%
12,995
45
$1.03M 0.62%
22,961
-600
46
$930K 0.56%
3,800
+130
47
$809K 0.49%
22,932
48
$784K 0.47%
25,462
+2,640
49
$530K 0.32%
3,199
+100
50
$459K 0.28%
10,319
-270
1
2
3 4 5