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
$324M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$754K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$703K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$612K

Top Sells

1
+$1.55M
2
+$934K
3
+$474K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$121K
5
XLC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 1.27%
107,474
27
$3.84M 1.19%
7,518
28
$3.77M 1.16%
29,545
29
$3.65M 1.13%
48,153
-1,010
30
$3.33M 1.03%
38,819
31
$3.08M 0.95%
14,014
32
$3.02M 0.93%
19,552
33
$2.82M 0.87%
14,879
34
$2.64M 0.82%
4,246
35
$2.59M 0.8%
16,230
36
$2.4M 0.74%
30,589
37
$2.35M 0.73%
27,882
38
$2.33M 0.72%
12,356
39
$2.31M 0.71%
26,021
40
$2.28M 0.7%
39,764
41
$2.1M 0.65%
14,456
42
$2.03M 0.63%
9,188
+3,180
43
$2.02M 0.63%
5,531
44
$1.71M 0.53%
28,304
45
$1.69M 0.52%
85,057
46
$1.58M 0.49%
18,437
47
$1.21M 0.37%
11,826
48
$1.16M 0.36%
4,758
49
$1.12M 0.35%
25,519
50
$1.07M 0.33%
12,122
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