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
$124M
AUM Growth
-$989K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$4.24M
3
+$3.27M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.51M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$1.55M

Top Sells

1
+$1.82M
2
+$1.76M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$1.03M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$889K

Sector Composition

1 Financials 4.03%
2 Consumer Discretionary 2.51%
3 Technology 1.74%
4 Healthcare 1.69%
5 Real Estate 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32K 0.03%
+620
102
$8K 0.01%
130
103
$2K ﹤0.01%
+77
104
– –
-2,840
105
– –
-30,065
106
– –
-5,560
1 2 3 4
5