AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
-3.26%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$237M
AUM Growth
-$2.31M
(-0.96%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
89
New
2
Increased
15
Reduced
8
Closed
4
Top Buys
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$3.72M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.68M |
| 3 |
Mobileye
MBLY
|
$696K |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$635K |
| 5 |
NVIDIA
NVDA
|
$471K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$912K |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$468K |
| 3 |
Vanguard Value ETF
VTV
|
$465K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$395K |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$286K |
Sector Composition
| 1 | Technology | 12.22% |
| 2 | Consumer Discretionary | 3.18% |
| 3 | Financials | 0.91% |
| 4 | Communication Services | 0.81% |
| 5 | Industrials | 0.31% |
