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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
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
0.65%
$2.101M
14,456 shares@ $145.34 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 52.93%
0.63%
$2.03M
9,188 shares@ $220.95 avg price
VOOGVanguard S&p 500 Growth Etf
Recent Activity
0.63%
$2.025M
5,531 shares@ $366.12 avg price
UBERUber Technologies Inc
Recent Activity
0.53%
$1.707M
28,304 shares@ $60.31 avg price
MBLYMobileye Global Inc
Recent Activity
0.53%
$1.694M
85,057 shares@ $19.92 avg price
IXJIshares Global Healthcare Etf
Recent Activity
0.49%
$1.585M
18,437 shares@ $85.97 avg price
IGMIshares Expanded Tech Sector Etf
Recent Activity
0.38%
$1.207M
11,826 shares@ $102.07 avg price
FDNFirst Trust Dow Jones Internet Index Fund
Recent Activity
0.36%
$1.157M
4,758 shares@ $243.17 avg price
BACBank Of America Corp
Recent Activity
0.35%
$1.122M
25,519 shares@ $43.97 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
0.33%
$1.066M
12,122 shares@ $87.94 avg price