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
$256M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.72M
3
+$2.45M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$2.27M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.98M

Top Sells

1
+$3.34M
2
+$1.87M
3
+$1.08M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.08M
5
BX icon
Blackstone
BX
+$913K

Sector Composition

1 Technology 8.06%
2 Financials 4.52%
3 Consumer Discretionary 2.16%
4 Consumer Staples 1.51%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92K 0.04%
3,389
127
$91K 0.04%
320
-51
128
$90K 0.04%
371
129
$82K 0.03%
1,650
-1,285
130
$71K 0.03%
718
+231
131
$69K 0.03%
962
132
$66K 0.03%
202
-70
133
$61K 0.02%
+1,034
134
$58K 0.02%
1,251
-1,281
135
$54K 0.02%
+3,621
136
$53K 0.02%
442
-354
137
$53K 0.02%
+633
138
$51K 0.02%
+963
139
$50K 0.02%
+918
140
$49K 0.02%
715
141
$45K 0.02%
576
-594
142
$44K 0.02%
3,150
143
$43K 0.02%
555
-11,320
144
$40K 0.02%
790
+300
145
$36K 0.01%
1,657
+627
146
$35K 0.01%
+3,708
147
$32K 0.01%
1,000
148
$26K 0.01%
+2,294
149
$24K 0.01%
391
+131
150
$19K 0.01%
52
-2,945
3 4 5
6
7