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
$221M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.74M
3
+$2.13M
4
IXC icon
iShares Global Energy ETF
IXC
+$2.11M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.73M

Top Sells

1
+$2.51M
2
+$1.55M
3
+$1.38M
4
AMT icon
American Tower
AMT
+$947K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$862K

Sector Composition

1 Technology 8.17%
2 Financials 5.08%
3 Consumer Staples 2.86%
4 Consumer Discretionary 2.6%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$59K 0.03%
+3,150
127
$57K 0.03%
338
128
$55K 0.02%
+962
129
$50K 0.02%
+715
130
$50K 0.02%
+487
131
$29K 0.01%
1,000
132
$21K 0.01%
188
133
$21K 0.01%
614
134
$21K 0.01%
1,030
+250
135
$18K 0.01%
490
-105
136
$15K 0.01%
90
137
$13K 0.01%
260
+160
138
$13K 0.01%
194
-188
139
$11K 0.01%
465
140
$10K ﹤0.01%
611
141
$9K ﹤0.01%
462
142
$5K ﹤0.01%
3,471
143
$2K ﹤0.01%
77
144
– –
-50
2 3 4 5
6