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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
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
Increased 2.5%
1.65%
$5.334M
12,510 shares@ $426.38 avg price
XLBMaterials Select Sector Spdr Fund
Recent Activity
1.57%
$5.069M
60,245 shares@ $84.14 avg price
MOATVaneck Morningstar Wide Moat Etf
Recent Activity
Increased 0.58%
1.54%
$4.957M
53,454 shares@ $92.74 avg price
SMHVaneck Semiconductor Etf
Recent Activity
1.39%
$4.48M
18,501 shares@ $242.15 avg price
ONEQFidelity Nasdaq Composite Index Etf
Recent Activity
1.36%
$4.393M
57,760 shares@ $76.06 avg price
IXCIshares Global Energy Etf
Recent Activity
1.27%
$4.103M
107,474 shares@ $38.18 avg price
QQQInvesco Qqq Trust Series 1
Recent Activity
1.19%
$3.844M
7,518 shares@ $511.31 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
1.17%
$3.77M
29,545 shares@ $127.61 avg price
XLUUtilities Select Sector Spdr Fund
Recent Activity
Decreased -2.05%
1.13%
$3.645M
48,153 shares@ $75.7 avg price
XLEEnergy Select Sector Spdr Fund
Recent Activity
1.03%
$3.325M
38,819 shares@ $85.66 avg price