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
$172M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.75M
3
+$1.66M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.65M
5
KR icon
Kroger
KR
+$1.06M

Top Sells

1
+$3.73M
2
+$2.47M
3
+$1.89M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.79M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.36M

Sector Composition

1 Technology 7.77%
2 Financials 5%
3 Consumer Discretionary 3.1%
4 Consumer Staples 2.93%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
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