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
$239M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.79M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.88M
5
MBLY icon
Mobileye
MBLY
+$2.07M

Top Sells

1
+$7.71M
2
+$6.59M
3
+$5.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.61M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 2.91%
3 Financials 1%
4 Communication Services 0.74%
5 Real Estate 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.22%
42,215
-37,715
27
$2.84M 1.19%
52,505
+2,990
28
$2.67M 1.12%
42,352
+869
29
$2.49M 1.04%
58,940
30
$2.18M 0.91%
34,693
31
$2.07M 0.87%
+53,954
32
$2.06M 0.86%
115,310
+11,709
33
$2.06M 0.86%
4,654
-173
34
$1.99M 0.83%
13,045
+3,661
35
$1.82M 0.76%
31,059
+3,461
36
$1.79M 0.75%
27,387
-60
37
$1.77M 0.74%
16,230
-1,216
38
$1.76M 0.74%
39,764
-8,263
39
$1.74M 0.73%
+21,855
40
$1.74M 0.73%
13,320
41
$1.72M 0.72%
80,373
42
$1.7M 0.71%
7,670
43
$1.67M 0.7%
24,948
+1,908
44
$1.63M 0.68%
13,980
45
$1.55M 0.65%
31,541
+9,341
46
$1.5M 0.63%
14,925
-2,433
47
$1.4M 0.58%
11,675
-14,365
48
$1.32M 0.55%
32,690
49
$1.27M 0.53%
8,650
-277
50
$1.2M 0.5%
+4,715
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