AIC

Ayalon Insurance Company Portfolio holdings

AUM $412M
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
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
+$10.7M
2
+$4.39M
3
+$2.94M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.82M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.46M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.94M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.52M

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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4