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
$232M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.13M
3
+$2.81M
4
UBER icon
Uber
UBER
+$2.36M
5
MU icon
Micron Technology
MU
+$2.18M

Top Sells

1
+$10.4M
2
+$5.76M
3
+$4.27M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.27M
5
XLP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.5%
20,966
+3,861
52
$1.13M 0.49%
22,865
53
$1.08M 0.47%
+22,200
54
$988K 0.43%
2,390
55
$794K 0.34%
24,703
-3,910
56
$792K 0.34%
2,378
-2,601
57
$783K 0.34%
16,616
-25,002
58
$781K 0.34%
7,505
+4,305
59
$735K 0.32%
+4,969
60
$729K 0.31%
25,503
61
$717K 0.31%
18,169
-465
62
$697K 0.3%
9,177
-1,294
63
$666K 0.29%
16,212
64
$653K 0.28%
7,205
-942
65
$570K 0.25%
3,194
-14
66
$514K 0.22%
12,958
-13,832
67
$487K 0.21%
12,370
-30,690
68
$481K 0.21%
20,502
+2,212
69
$339K 0.15%
8,923
-13,108
70
$285K 0.12%
2,048
-2,635
71
$161K 0.07%
7,838
-72,850
72
$136K 0.06%
879
73
$126K 0.05%
1,015
74
$106K 0.05%
1,240
-170
75
$77K 0.03%
342
-5,505
1 2
3
4 5