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
$301M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$6.58M
3
+$3.88M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.13M

Top Sells

1
+$10.2M
2
+$4.6M
3
+$3.34M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.58M
5
AAPL icon
Apple
AAPL
+$1.94M

Sector Composition

1 Technology 10.39%
2 Consumer Discretionary 2.44%
3 Communication Services 0.77%
4 Financials 0.33%
5 Real Estate 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.24%
57,760
27
$3.69M 1.23%
30,513
+3,680
28
$3.65M 1.21%
6,947
+339
29
$3.58M 1.19%
17,047
-21
30
$3.31M 1.1%
43,063
-43,366
31
$3.23M 1.07%
27,355
-15,643
32
$2.89M 0.96%
6,500
-4,133
33
$2.62M 0.87%
14,518
+1,198
34
$2.49M 0.83%
+15,383
35
$2.45M 0.81%
20,865
-9,227
36
$2.36M 0.78%
12,356
37
$2.33M 0.77%
15,407
+3,732
38
$2.28M 0.76%
26,021
39
$2.26M 0.75%
70,219
-1,728
40
$2.23M 0.74%
4,246
41
$2.19M 0.73%
16,230
42
$2.13M 0.71%
30,589
43
$2.1M 0.7%
39,764
44
$1.98M 0.66%
14,983
+1,003
45
$1.85M 0.61%
87,976
+3,640
46
$1.83M 0.61%
27,902
+515
47
$1.78M 0.59%
19,109
+714
48
$1.72M 0.57%
5,641
49
$1.68M 0.56%
127,238
-1,585
50
$1.36M 0.45%
32,665
-25
1
2
3 4