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
$125M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.75M
3
+$1.73M
4
AMT icon
American Tower
AMT
+$948K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$827K

Top Sells

1
+$2.5M
2
+$1.69M
3
+$1.24M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$1.19M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$984K

Sector Composition

1 Financials 4.27%
2 Consumer Discretionary 3.48%
3 Technology 2%
4 Healthcare 1.04%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.05%
1,872
77
$59K 0.05%
755
78
$45K 0.04%
+920
79
$44K 0.04%
1,100
80
$30K 0.02%
6,134
81
$9K 0.01%
130
82
– –
-33,000
83
– –
-776
84
– –
-18,000
85
– –
-13,300
1 2 3
4