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
$295M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.38M
3
+$3.02M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$2.73M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.5M

Top Sells

1
+$4.24M
2
+$2.8M
3
+$2.72M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.92M

Sector Composition

1 Technology 9.39%
2 Financials 2.81%
3 Consumer Discretionary 2.52%
4 Communication Services 2.24%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.52%
10,018
+75
52
$1.49M 0.5%
14,290
-5,520
53
$1.48M 0.5%
33,602
-2,935
54
$1.47M 0.5%
10,771
-4,035
55
$1.44M 0.49%
10,694
+46
56
$1.44M 0.49%
13,884
57
$1.4M 0.48%
7,469
-7,031
58
$1.36M 0.46%
22,060
-10,215
59
$1.33M 0.45%
23,255
60
$1.33M 0.45%
15,730
-3,420
61
$1.3M 0.44%
8,500
+300
62
$1.29M 0.44%
31,413
-17,660
63
$1.25M 0.43%
4,553
-306
64
$1.25M 0.42%
25,167
65
$1.23M 0.42%
6,006
-9,359
66
$1.22M 0.41%
+2,390
67
$1.21M 0.41%
19,370
+18,070
68
$1.2M 0.41%
18,173
-1,275
69
$1.2M 0.41%
1,621
-165
70
$1.16M 0.39%
36,789
-86,679
71
$1.11M 0.38%
13,110
72
$1.1M 0.37%
8,025
+7,025
73
$1.09M 0.37%
24,919
-3,899
74
$1.07M 0.36%
18,334
-2,230
75
$920K 0.31%
5,470
-749
1 2
3
4 5