AIC

Ayalon Insurance Company Portfolio holdings

AUM $412M
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
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
+$2.63M
2
+$2.44M
3
+$2.35M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.32M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.87M

Top Sells

1
+$3.25M
2
+$1.86M
3
+$1.04M
4
SPGI icon
S&P Global
SPGI
+$980K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$871K

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
151
$9K ﹤0.01%
347
-2,558
152
$9K ﹤0.01%
139
-2,147
153
$2K ﹤0.01%
77
154
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155
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156
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164
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165
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166
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168
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169
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3 4 5 6
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