Avigdor Kaplan / Sharon Reich

@Ayalon Insurance Comp Ltd.

Latest period2024 - Q4

Reported4d ago

Managed Assets$323.825M

Total holdings62

Assets growth rate0.85%

Assets growth rate (2-Q avg)3.3%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ayalon Insurance Comp Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Ayalon Insurance Comp Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 323.825M in assets, with a quarterly growth rate of 0.85% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Avigdor Kaplan / Sharon Reich, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLKTechnology Select Sector Spdr Fund Recent Activity Decreased -0.42%	8.68%	$28.094M 120,824 shares@ $232.53 avg price	Decreased -0.42%
ACWIIshares Msci Acwi Etf Recent Activity Increased 7.2%	7.98%	$25.817M 219,717 shares@ $117.51 avg price	Increased 7.2%
XLVHealth Care Select Sector Spdr Fund Recent Activity	5.9%	$19.086M 138,734 shares@ $137.58 avg price
XLCCommunication Services Select Sector Spdr Fund Recent Activity Decreased -0.49%	5.43%	$17.573M 181,525 shares@ $96.81 avg price	Decreased -0.49%
XLFFinancial Select Sector Spdr Fund Recent Activity Increased 9.8%	4.58%	$14.831M 306,869 shares@ $48.34 avg price	Increased 9.8%
SPYSpdr S&p 500 Etf Trust Recent Activity Increased 0.62%	4.19%	$13.563M 23,085 shares@ $587.53 avg price	Increased 0.62%
XLYConsumer Discretionary Select Sector Spdr Fund Recent Activity Decreased -0.61%	3.9%	$12.6M 56,163 shares@ $224.35 avg price	Decreased -0.61%
XLPConsumer Staples Select Sector Spdr Fund Recent Activity Decreased -13.34%	3.12%	$10.085M 128,287 shares@ $78.62 avg price	Decreased -13.34%
AAPLApple Inc Recent Activity Decreased -0.72%	3.03%	$9.801M 39,137 shares@ $250.43 avg price	Decreased -0.72%
VFHVanguard Financials Etf Recent Activity	2.95%	$9.524M 80,662 shares@ $118.08 avg price