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
$295M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.38M
3
+$3.02M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$2.73M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.5M

Top Sells

1
+$4.24M
2
+$2.8M
3
+$2.72M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.92M

Sector Composition

1 Technology 9.39%
2 Financials 2.81%
3 Consumer Discretionary 2.52%
4 Communication Services 2.24%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.92%
27,100
+200
27
$2.7M 0.92%
71,515
+29,980
28
$2.67M 0.91%
39,600
29
$2.63M 0.89%
47,420
+5,598
30
$2.61M 0.89%
46,190
31
$2.55M 0.87%
34,267
+27,320
32
$2.5M 0.85%
+37,220
33
$2.48M 0.84%
24,100
+48
34
$2.43M 0.82%
5,356
+675
35
$2.41M 0.82%
84,540
+76,140
36
$2.34M 0.79%
+73,055
37
$2.21M 0.75%
44,942
-7,349
38
$2.16M 0.73%
50,474
-1,758
39
$2M 0.68%
+41,020
40
$1.99M 0.67%
8,962
41
$1.97M 0.67%
5,522
42
$1.94M 0.66%
22,100
+21,160
43
$1.93M 0.65%
+74,580
44
$1.92M 0.65%
31,468
-35,159
45
$1.91M 0.65%
+31,100
46
$1.9M 0.64%
+17,150
47
$1.9M 0.64%
5,891
-1,335
48
$1.6M 0.54%
15,301
49
$1.57M 0.53%
+28,260
50
$1.53M 0.52%
9,493
-2,050
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