AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
+4.88%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$321M
AUM Growth
+$17.4M
(+5.7%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
49.35%
Holding
66
New
–
Increased
17
Reduced
26
Closed
3
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.08M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2.89M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$2.88M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$2.27M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$1.79M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$2.97M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$2.35M |
| 3 |
Thor Industries
THO
|
+$1.9M |
| 4 |
US Global Jets ETF
JETS
|
+$1.68M |
| 5 |
iShares MSCI Global Metals & Mining Producers ETF
PICK
|
+$1.29M |
Sector Composition
| 1 | Technology | 10.05% |
| 2 | Consumer Discretionary | 1.18% |
| 3 | Communication Services | 0.77% |
| 4 | Financials | 0.32% |
| 5 | Real Estate | 0.27% |
