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AIC

Ayalon Insurance Company Portfolio holdings

AUM $490M
1-Year Est. Return 21.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.24M
3
+$458K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$391K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$215K

Top Sells

1
+$2.55M
2
+$1.73M
3
+$1.39M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$460K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$379K

Sector Composition

1 Technology 11.28%
2 Consumer Discretionary 2.15%
3 Communication Services 0.89%
4 Financials 0.33%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.33%
7,356
+409
27
$3.61M 1.19%
7,519
+1,019
28
$3.55M 1.17%
77,798
-2,414
29
$3.51M 1.16%
29,606
-907
30
$3.5M 1.15%
26,624
-731
31
$3.37M 1.11%
16,631
-416
32
$3.04M 1%
41,812
-1,251
33
$2.72M 0.89%
14,912
-495
34
$2.71M 0.89%
14,045
-473
35
$2.45M 0.81%
33,968
36
$2.44M 0.8%
16,230
37
$2.44M 0.8%
12,356
38
$2.31M 0.76%
30,589
39
$2.2M 0.72%
26,021
40
$2.11M 0.69%
39,764
41
$2.03M 0.67%
15,030
-353
42
$1.92M 0.63%
68,492
-1,727
43
$1.91M 0.63%
14,489
-494
44
$1.9M 0.63%
20,327
-538
45
$1.85M 0.61%
33,186
-660
46
$1.84M 0.61%
53,970
-1,834
47
$1.72M 0.57%
18,479
-630
48
$1.68M 0.55%
85,675
-2,301
49
$1.48M 0.49%
124,538
-2,700
50
$1.29M 0.42%
31,595
-1,070
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