AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
-0.28%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$278M
AUM Growth
-$22.8M
(-7.6%)
Cap. Flow
-$20.8M
Cap. Flow
% of AUM
-7.5%
Top 10 Holdings %
Top 10 Hldgs %
42.91%
Holding
167
New
5
Increased
52
Reduced
57
Closed
35
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$5.78M |
| 2 |
INCE
Franklin Income Equity Focus ETF
INCE
|
$3.97M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.51M |
| 4 |
NextEra Energy, Inc.
NEE
|
$1.36M |
| 5 |
American Tower
AMT
|
$1.12M |
Top Sells
| 1 |
Invesco S&P 500 High Beta ETF
SPHB
|
$5.29M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$3.67M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.54M |
| 4 |
iShares Global Financials ETF
IXG
|
$2.33M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$2.18M |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Financials | 4.41% |
| 3 | Consumer Discretionary | 1.93% |
| 4 | Consumer Staples | 1.68% |
| 5 | Communication Services | 1.62% |
