AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
This Quarter Return
+12.38%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+16%)
Cap. Flow
+$9.95M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
49.12%
Holding
88
New
3
Increased
15
Reduced
14
Closed
14
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$11.4M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$4.73M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.15M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$3M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.56M |
Top Sells
| 1 |
Uber
UBER
|
$3.96M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$3.23M |
| 3 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$3.11M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.97M |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$1.6M |
Sector Composition
| 1 | Technology | 11.29% |
| 2 | Consumer Discretionary | 3.16% |
| 3 | Financials | 0.9% |
| 4 | Communication Services | 0.75% |
| 5 | Real Estate | 0.3% |
