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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
ACWIIshares Msci Acwi Etf
Recent Activity
Increased 7.2%
7.98%
$25.817M
219,717 shares@ $117.51 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
Increased 9.8%
4.58%
$14.831M
306,869 shares@ $48.34 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.62%
4.19%
$13.563M
23,085 shares@ $587.53 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 8.86%
2.87%
$9.262M
17,190 shares@ $538.81 avg price
DXJWisdomtree Japan Hedged Equity Fund
Recent Activity
Increased 1.5%
2.81%
$9.079M
82,322 shares@ $110.29 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 11.71%
1.81%
$5.844M
9,928 shares@ $588.64 avg price
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
Increased 2.5%
1.65%
$5.334M
12,510 shares@ $426.38 avg price
MOATVaneck Morningstar Wide Moat Etf
Recent Activity
Increased 0.58%
1.54%
$4.957M
53,454 shares@ $92.74 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 52.93%
0.63%
$2.03M
9,188 shares@ $220.95 avg price