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
$139M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.8M
3
+$1.17M
4
NVDA icon
NVIDIA
NVDA
+$1.09M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$950K

Top Sells

1
+$1.78M
2
+$1.74M
3
+$1.46M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.36M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.31M

Sector Composition

1 Financials 4.22%
2 Technology 2.96%
3 Consumer Discretionary 2.94%
4 Real Estate 1%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.02%
1,000
-4,090
102
$14K 0.01%
530
-2,860
103
$10K 0.01%
50
-8,890
104
$9K 0.01%
130
105
$2K ﹤0.01%
77
106
– –
-1,253
107
– –
-1,266
108
– –
-3,800
109
– –
-31,800
110
– –
-1,770
1 2 3 4
5