AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
This Quarter Return
-14.49%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(-29%)
Cap. Flow
-$37.7M
Cap. Flow
% of AUM
-17.96%
Top 10 Holdings %
Top 10 Hldgs %
46.07%
Holding
140
New
5
Increased
21
Reduced
56
Closed
38
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.85M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$4.39M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.26M |
| 4 |
Amazon
AMZN
|
$2.02M |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$1.92M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.99M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.74M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$2.34M |
| 4 |
Invesco S&P 500 High Beta ETF
SPHB
|
$2.25M |
| 5 |
iShares US Transportation ETF
IYT
|
$2.06M |
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Communication Services | 1.9% |
| 3 | Consumer Discretionary | 1.63% |
| 4 | Financials | 1.52% |
| 5 | Consumer Staples | 1.47% |
