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Avigdor Kaplan / Sharon Reich

@Ayalon Insurance Comp Ltd.

Latest period2024 - Q4ReportedManaged Assets$323.825MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLKTechnology Select Sector Spdr Fund
Recent Activity
Decreased -0.42%
8.68%
$28.094M
120,824 shares@ $232.53 avg price
XLCCommunication Services Select Sector Spdr Fund
Recent Activity
Decreased -0.49%
5.43%
$17.573M
181,525 shares@ $96.81 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Decreased -0.61%
3.9%
$12.6M
56,163 shares@ $224.35 avg price
XLPConsumer Staples Select Sector Spdr Fund
Recent Activity
Decreased -13.34%
3.12%
$10.085M
128,287 shares@ $78.62 avg price
AAPLApple Inc
Recent Activity
Decreased -0.72%
3.03%
$9.801M
39,137 shares@ $250.43 avg price
EMXCIshares Msci Emerging Markets Ex China Etf
Recent Activity
Decreased -0.8%
2.8%
$9.055M
163,309 shares@ $55.45 avg price
NVDANvidia Corp
Recent Activity
Decreased -11.76%
2.17%
$7.004M
52,156 shares@ $134.29 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Decreased -0.71%
2.16%
$6.964M
133,355 shares@ $52.23 avg price
XLUUtilities Select Sector Spdr Fund
Recent Activity
Decreased -2.05%
1.13%
$3.645M
48,153 shares@ $75.7 avg price