AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
+1.49%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$148M
AUM Growth
+$403K
(+0.27%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
47.46%
Holding
121
New
13
Increased
21
Reduced
28
Closed
4
Top Buys
| 1 |
VanEck Gold Miners ETF
GDX
|
+$3.87M |
| 2 |
Amplify Mobile Payments ETF
IPAY
|
+$1.68M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$1.35M |
| 4 |
Texas Instruments
TXN
|
+$1.21M |
| 5 |
iShares US Healthcare Providers ETF
IHF
|
+$1.11M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$4.54M |
| 2 |
iShares MSCI Hong Kong ETF
EWH
|
+$1.55M |
| 3 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
+$1.26M |
| 4 |
Vanguard Financials ETF
VFH
|
+$1.2M |
| 5 |
KKR & Co
KKR
|
+$1.1M |
Sector Composition
| 1 | Technology | 5.81% |
| 2 | Financials | 5.25% |
| 3 | Consumer Discretionary | 2.48% |
| 4 | Real Estate | 1.77% |
| 5 | Communication Services | 1.06% |
