AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
-5.14%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$212M
AUM Growth
+$2.45M
(+1.2%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
6.39%
Top 10 Holdings %
Top 10 Hldgs %
48.37%
Holding
112
New
10
Increased
23
Reduced
36
Closed
2
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.29M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$2.59M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$1.44M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.39M |
| 5 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$1.06M |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Consumer Discretionary | 2.06% |
| 3 | Communication Services | 1.65% |
| 4 | Financials | 1.49% |
| 5 | Consumer Staples | 1.36% |
