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
$139M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.54M
3
+$1.59M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.11M

Top Sells

1
+$10.1M
2
+$9.1M
3
+$5.63M
4
AAPL icon
Apple
AAPL
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.57M

Sector Composition

1 Financials 4.24%
2 Technology 3.84%
3 Healthcare 1.61%
4 Energy 0.99%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
292
152
$2K ﹤0.01%
204
153
$1K ﹤0.01%
30
154
$0 ﹤0.01%
7
155
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-15,000
156
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-21,219
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-1,450
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-7,491
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0
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-28,993
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-396
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$0 ﹤0.01%
5
172
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-6,590
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-1,313
4 5 6
7
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