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
151
$9K ﹤0.01%
139
-2,147
152
$9K ﹤0.01%
347
-2,558
153
$2K ﹤0.01%
77
154
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-850
155
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-2,808
156
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157
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158
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159
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160
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161
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164
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-1,745
165
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-90
166
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167
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168
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169
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3 4 5 6
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