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
$239M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.79M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.88M
5
MBLY icon
Mobileye
MBLY
+$2.07M

Top Sells

1
+$7.71M
2
+$6.59M
3
+$5.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.61M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 2.91%
3 Financials 1%
4 Communication Services 0.74%
5 Real Estate 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.49%
19,272
-1,694
52
$1.14M 0.48%
4,227
53
$1.07M 0.45%
18,991
-6,567
54
$1.05M 0.44%
38,904
-981
55
$833K 0.35%
24,703
56
$807K 0.34%
4,308
+1,114
57
$776K 0.32%
4,758
-211
58
$750K 0.31%
3,830
-2,928
59
$732K 0.31%
25,503
60
$706K 0.3%
+17,328
61
$704K 0.29%
17,794
-375
62
$664K 0.28%
16,212
63
$657K 0.27%
7,023
-182
64
$574K 0.24%
12,199
-17,999
65
$566K 0.24%
7,293
-1,884
66
$506K 0.21%
12,370
67
$506K 0.21%
20,858
+356
68
$477K 0.2%
7,521
-12,455
69
$468K 0.2%
+20,916
70
$465K 0.19%
+3,272
71
$366K 0.15%
3,025
-4,480
72
$217K 0.09%
4,440
-12,176
73
$152K 0.06%
7,838
74
$137K 0.06%
1,015
75
$105K 0.04%
1,240
1 2
3
4 5