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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
AMZNAmazon.com Inc
Recent Activity
0.95%
$3.075M
14,014 shares@ $219.43 avg price
SNOWSnowflake Inc
Recent Activity
0.94%
$3.019M
19,552 shares@ $154.41 avg price
GOOGLAlphabet Inc
Recent Activity
0.87%
$2.817M
14,879 shares@ $189.33 avg price
VGTVanguard Information Technology Etf
Recent Activity
0.82%
$2.64M
4,246 shares@ $621.77 avg price
IYWIshares U.s. Technology Etf
Recent Activity
0.8%
$2.589M
16,230 shares@ $159.52 avg price
TDIVFirst Trust Nasdaq Technology Dividend Index Fund
Recent Activity
0.75%
$2.4M
30,589 shares@ $78.46 avg price
MUMicron Technology Inc
Recent Activity
0.73%
$2.349M
27,882 shares@ $84.25 avg price
QTECFirst Trust Nasdaq-100 Technology Index Fund
Recent Activity
0.72%
$2.326M
12,356 shares@ $188.25 avg price
SPHBInvesco S&p 500 High Beta Etf
Recent Activity
0.72%
$2.307M
26,021 shares@ $88.66 avg price
JQUAJpmorgan Us Quality Factor Etf
Recent Activity
0.71%
$2.277M
39,764 shares@ $57.27 avg price