AIC
Ayalon Insurance Company Portfolio holdings
AUM $346M
1-Year Return
14.71%
This Quarter Return
+1.05%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$324M
AUM Growth
+$2.73M
(+0.85%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
49.71%
Holding
63
New
–
Increased
9
Reduced
9
Closed
1
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$1.73M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$1.32M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$754K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$703K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$612K |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$1.55M |
| 2 |
NVIDIA
NVDA
|
+$934K |
| 3 |
iShares MSCI South Korea ETF
EWY
|
+$474K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$121K |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$88K |
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Consumer Discretionary | 1.47% |
| 3 | Communication Services | 0.87% |
| 4 | Financials | 0.35% |
| 5 | Real Estate | 0.21% |
