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
$278M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.97M
3
+$2.51M
4
NEE icon
NextEra Energy
NEE
+$1.36M
5
AMT icon
American Tower
AMT
+$1.12M

Top Sells

1
+$5.29M
2
+$3.67M
3
+$2.54M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.33M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.18M

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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$0 ﹤0.01%
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3 4 5 6
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