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
$275M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.73M
3
+$3.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.56M

Top Sells

1
+$3.96M
2
+$3.23M
3
+$3.11M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.59M

Sector Composition

1 Technology 11.29%
2 Consumer Discretionary 3.16%
3 Financials 0.9%
4 Communication Services 0.75%
5 Real Estate 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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88
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-4,227
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4