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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
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
EMXCIshares Msci Emerging Markets Ex China Etf
Recent Activity
Decreased -0.8%
2.8%
$9.055M
163,309 shares@ $55.45 avg price
XLIIndustrial Select Sector Spdr Fund
Recent Activity
2.59%
$8.37M
63,523 shares@ $131.77 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
MSFTMicrosoft Corp
Recent Activity
2.14%
$6.908M
16,390 shares@ $421.48 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 11.71%
1.81%
$5.844M
9,928 shares@ $588.64 avg price
XLREReal Estate Select Sector Spdr Fund
Recent Activity
1.71%
$5.515M
135,604 shares@ $40.67 avg price
IXGIshares Global Financials Etf
Recent Activity
1.67%
$5.407M
56,290 shares@ $96.06 avg price