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
$210M
AUM Growth
-$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.38M
3
+$2.26M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$1.92M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.86M

Top Sells

1
+$2.99M
2
+$2.74M
3
+$2.34M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.25M
5
IYT icon
iShares US Transportation ETF
IYT
+$2.06M

Sector Composition

1 Technology 7.34%
2 Communication Services 1.9%
3 Consumer Discretionary 1.63%
4 Financials 1.52%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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140
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2 3 4 5
6