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
$239M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.79M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.88M
5
MBLY icon
Mobileye
MBLY
+$2.07M

Top Sells

1
+$7.71M
2
+$6.59M
3
+$5.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.61M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 2.91%
3 Financials 1%
4 Communication Services 0.74%
5 Real Estate 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.03%
972
77
$77K 0.03%
630
78
$73K 0.03%
800
79
$61K 0.03%
2,165
-463
80
$44K 0.02%
700
81
$24K 0.01%
388
82
$22K 0.01%
+550
83
$21K 0.01%
501
84
$17K 0.01%
1,711
85
$15K 0.01%
900
86
$8K ﹤0.01%
183
-62
87
$5K ﹤0.01%
221
88
– –
-30
89
– –
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90
– –
-70
91
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-8,923
92
– –
-62
93
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-300
94
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95
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-910
96
– –
-420
97
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-2,048
98
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-204
99
– –
-810
100
– –
-563
1 2 3
4
5