AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
+9.8%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$232M
AUM Growth
+$20M
(+9.4%)
Cap. Flow
-$5.03M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
51.88%
Holding
112
New
5
Increased
27
Reduced
37
Closed
10
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$9.14M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.13M |
| 3 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$2.81M |
| 4 |
Uber
UBER
|
+$2.36M |
| 5 |
Micron Technology
MU
|
+$2.18M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$10.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.76M |
| 3 |
Vanguard Financials ETF
VFH
|
+$4.27M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.27M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$1.52M |
Sector Composition
| 1 | Technology | 9.96% |
| 2 | Communication Services | 1.5% |
| 3 | Financials | 1.19% |
| 4 | Consumer Discretionary | 0.63% |
| 5 | Real Estate | 0.59% |
