AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
This Quarter Return
-2.77%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+0.81%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
42.49%
Holding
144
New
12
Increased
39
Reduced
38
Closed
9
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$3.64M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$3.38M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.02M |
| 4 |
SPDR S&P Insurance ETF
KIE
|
$2.73M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.5M |
Top Sells
Sector Composition
| 1 | Technology | 9.39% |
| 2 | Financials | 2.81% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Communication Services | 2.24% |
| 5 | Consumer Staples | 2.1% |
