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
$278M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.97M
3
+$2.51M
4
NEE icon
NextEra Energy
NEE
+$1.36M
5
AMT icon
American Tower
AMT
+$1.12M

Top Sells

1
+$5.29M
2
+$3.67M
3
+$2.54M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.33M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.18M

Sector Composition

1 Technology 8.82%
2 Financials 4.41%
3 Consumer Discretionary 1.93%
4 Consumer Staples 1.68%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.12%
18,880
-3,440
27
$2.99M 1.08%
52,809
+11,482
28
$2.95M 1.06%
142,240
-9,160
29
$2.91M 1.05%
42,280
+335
30
$2.85M 1.03%
26,900
+120
31
$2.67M 0.96%
19,540
+3,200
32
$2.6M 0.94%
45,559
-731
33
$2.46M 0.89%
39,600
34
$2.45M 0.88%
14,678
-1,753
35
$2.21M 0.8%
21,566
+6,150
36
$2.08M 0.75%
48,361
-3,507
37
$2.08M 0.75%
9,007
-545
38
$2M 0.72%
32,275
+2,875
39
$1.99M 0.72%
5,522
-338
40
$1.97M 0.71%
7,226
-427
41
$1.95M 0.7%
43,340
42
$1.93M 0.69%
31,204
-5,250
43
$1.91M 0.69%
4,377
+959
44
$1.91M 0.69%
28,703
+290
45
$1.74M 0.63%
52,445
-9,185
46
$1.71M 0.62%
15,301
+490
47
$1.69M 0.61%
61,550
-24,310
48
$1.61M 0.58%
10,140
-8,298
49
$1.57M 0.57%
38,140
50
$1.57M 0.56%
35,420
+14,791
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