AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
1-Year Return
14.71%
This Quarter Return
+9.84%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$293M
AUM Growth
+$15.1M
(+5.4%)
Cap. Flow
-$5.63M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
46%
Holding
136
New
4
Increased
40
Reduced
35
Closed
4
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.14M |
| 2 |
Vanguard Financials ETF
VFH
|
$2.61M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.45M |
| 4 |
Invesco S&P 500 High Beta ETF
SPHB
|
$2.35M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.63M |
Top Sells
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Financials | 3.58% |
| 3 | Consumer Discretionary | 2.54% |
| 4 | Consumer Staples | 1.86% |
| 5 | Communication Services | 1.61% |
