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
$324M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$754K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$703K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$612K

Top Sells

1
+$1.55M
2
+$934K
3
+$474K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$121K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$88K

Sector Composition

1 Technology 9.76%
2 Consumer Discretionary 1.47%
3 Communication Services 0.87%
4 Financials 0.35%
5 Real Estate 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$806K 0.25%
87,091
52
$782K 0.24%
7,023
53
$677K 0.21%
3,668
54
$658K 0.2%
7,293
55
$557K 0.17%
10,752
56
$473K 0.15%
1,863
57
$367K 0.11%
3,730
58
$327K 0.1%
10,169
59
$243K 0.08%
2,425
60
$81K 0.03%
3,447
61
$46K 0.01%
1,060
62
$13K ﹤0.01%
300
63
– –
-7,408
1 2
3