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
$275M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.73M
3
+$3.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.56M

Top Sells

1
+$3.96M
2
+$3.23M
3
+$3.11M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.59M

Sector Composition

1 Technology 11.29%
2 Consumer Discretionary 3.16%
3 Financials 0.9%
4 Communication Services 0.75%
5 Real Estate 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.25%
69,770
27
$3.43M 1.24%
17,068
+12,760
28
$3.42M 1.24%
57,760
29
$3.16M 1.15%
6,608
-652
30
$3.12M 1.13%
71,947
+1,246
31
$3M 1.09%
+26,833
32
$2.53M 0.92%
128,823
+4,900
33
$2.28M 0.83%
13,045
34
$2.17M 0.79%
12,356
+2,076
35
$2.14M 0.78%
26,021
-17,735
36
$2.06M 0.75%
4,246
-408
37
$2.02M 0.73%
13,320
38
$1.99M 0.72%
16,230
39
$1.96M 0.71%
30,589
-470
40
$1.9M 0.69%
39,764
41
$1.77M 0.64%
13,980
42
$1.73M 0.63%
27,387
43
$1.72M 0.63%
7,670
44
$1.64M 0.6%
+4,357
45
$1.63M 0.59%
11,675
46
$1.62M 0.59%
26,398
+1,305
47
$1.6M 0.58%
84,336
48
$1.59M 0.58%
18,395
-18,395
49
$1.53M 0.55%
5,641
50
$1.41M 0.51%
32,690
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