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
$166M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.3M
3
+$2.25M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.57M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.32M

Top Sells

1
+$2.66M
2
+$2.07M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.37M
5
AMT icon
American Tower
AMT
+$1.29M

Sector Composition

1 Technology 5.34%
2 Financials 4.91%
3 Consumer Discretionary 2.63%
4 Healthcare 0.95%
5 Real Estate 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,570
127
– –
-22,100
128
– –
-5,845
129
$0 ﹤0.01%
+10
2 3 4 5
6