AIC

Ayalon Insurance Company Portfolio holdings

AUM $490M
1-Year Est. Return 21.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.06M
3
+$2.56M
4
NEE icon
NextEra Energy
NEE
+$1.38M
5
AMT icon
American Tower
AMT
+$1.19M

Top Sells

1
+$5.2M
2
+$3.65M
3
+$2.57M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.48M
5
IXG icon
iShares Global Financials ETF
IXG
+$2.3M

Sector Composition

1 Technology 8.82%
2 Financials 4.41%
3 Consumer Discretionary 1.93%
4 Consumer Staples 1.68%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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