AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
-9.67%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$120M
AUM Growth
-$19M
(-14%)
Cap. Flow
-$8.31M
Cap. Flow
% of AUM
-6.92%
Top 10 Holdings %
Top 10 Hldgs %
55.87%
Holding
164
New
6
Increased
28
Reduced
33
Closed
24
Top Buys
| 1 |
iShares S&P India Nifty 50 Index Fund
INDY
|
$2.54M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.93M |
| 3 |
Gilead Sciences
GILD
|
$1.68M |
| 4 |
iShares US Transportation ETF
IYT
|
$1.46M |
| 5 |
Procter & Gamble
PG
|
$1.02M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.85M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.31M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.95M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.78M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.61M |
Sector Composition
| 1 | Financials | 4.46% |
| 2 | Technology | 4.35% |
| 3 | Healthcare | 3.43% |
| 4 | Consumer Staples | 2.41% |
| 5 | Communication Services | 0.96% |
