AIC
Ayalon Insurance Company Portfolio holdings
AUM
$346M
This Quarter Return
-3.22%
1 Year Return
+14.71%
3 Year Return
+75.78%
5 Year Return
+139.29%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(-4.3%)
Cap. Flow
-$2.8M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
53.7%
Holding
63
New
1
Increased
18
Reduced
12
Closed
4
Top Buys
| 1 |
Vanguard Financials ETF
VFH
|
$5.67M |
| 2 |
Amazon
AMZN
|
$1.86M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$1.73M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$1.32M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.15M |
Top Sells
| 1 |
iShares Global Financials ETF
IXG
|
$5.41M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.86M |
| 3 |
Uber
UBER
|
$1.62M |
| 4 |
iShares Global Healthcare ETF
IXJ
|
$1.59M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.43M |
Sector Composition
| 1 | Technology | 8.42% |
| 2 | Consumer Discretionary | 1.86% |
| 3 | Communication Services | 1.08% |
| 4 | Financials | 0.4% |
| 5 | Real Estate | 0% |
