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
$148M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.22M
3
+$2.99M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.72M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.44M

Top Sells

1
+$5.3M
2
+$1.49M
3
+$1.15M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.07M
5
MRK icon
Merck
MRK
+$1.03M

Sector Composition

1 Financials 4.87%
2 Technology 3.99%
3 Consumer Discretionary 2.64%
4 Real Estate 1.48%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.03%
1,034
102
$40K 0.03%
2,389
-1,000
103
$39K 0.03%
1,743
104
$38K 0.03%
1,100
105
$31K 0.02%
371
-1,183
106
$28K 0.02%
1,000
107
$10K 0.01%
50
108
$2K ﹤0.01%
77
109
– –
-11,277
110
– –
-18,000
111
– –
-12,890
112
– –
-8,200
113
– –
-530
114
– –
-130
1 2 3 4
5