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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
RUNSunrun Inc
Recent Activity
0.25%
$806,000
87,091 shares@ $9.26 avg price
RZVInvesco S&p Smallcap 600 Pure Value Etf
Recent Activity
0.25%
$782,000
7,023 shares@ $111.35 avg price
AMTAmerican Tower Corp
Recent Activity
0.21%
$677,000
3,668 shares@ $184.57 avg price
RPVInvesco Exchange-traded Fund Trust - Invesco S&p 500 Pure Value Etf
Recent Activity
0.21%
$658,000
7,293 shares@ $90.23 avg price
EWTIshares Msci Taiwan Etf
Recent Activity
0.18%
$557,000
10,752 shares@ $51.81 avg price
VHTVanguard Health Care Etf
Recent Activity
0.15%
$473,000
1,863 shares@ $253.9 avg price
XMHQInvesco S&p Midcap Quality Etf
Recent Activity
0.12%
$367,000
3,730 shares@ $98.4 avg price
BUGGlobal X Cybersecurity Etf
Recent Activity
0.11%
$327,000
10,169 shares@ $32.16 avg price
IGVIshares Expanded Tech-software Sector Etf
Recent Activity
0.08%
$243,000
2,425 shares@ $100.21 avg price
EELVInvesco S&p Emerging Markets Low Volatility Etf
Recent Activity
0.03%
$81,000
3,447 shares@ $23.5 avg price