$232 Thousand is the total value of Ayalon Insurance Comp Ltd.'s 102 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWI | Buy | iShares MSCI ACWI ETFetp | $20,895 | +90.9% | 229,217 | +77.7% | 9.00% | +74.4% |
| XLK | Buy | Technology Select Sector SPDR Fundetp | $17,038 | +21.6% | 112,828 | +0.2% | 7.34% | +11.1% |
| XLV | Sell | Health Care Select Sector SPDR Fundetp | $13,930 | -18.1% | 107,598 | -14.0% | 6.00% | -25.1% |
| XLI | Industrial Select Sector SPDR Fundetp | $12,560 | +3.0% | 124,140 | 0.0% | 5.41% | -5.9% | |
| XLY | Buy | Consumer Discretionary Select Sector SPDR Fundetp | $12,531 | +28.2% | 83,794 | +10.8% | 5.40% | +17.2% |
| SPY | Buy | SPDR S&P 500 ETF Trustetp | $10,771 | +103.9% | 26,269 | +90.8% | 4.64% | +86.3% |
| QQQ | Sell | Invesco QQQ Trust Series 1etp | $10,429 | +151.7% | 32,479 | -49.9% | 4.49% | +130.0% |
| AAPL | Buy | Apple Inc | $8,350 | +28.9% | 50,637 | +1.6% | 3.60% | +17.8% |
| XLC | Buy | Communication Services Select Sector SPDR Fundetp | $7,394 | +46.0% | 127,553 | +20.9% | 3.18% | +33.4% |
| VFH | Sell | Vanguard Financials ETFetp | $6,548 | -43.0% | 84,063 | -39.5% | 2.82% | -47.9% |
| DXJ | Buy | WisdomTree Japan Hedged Equity Fundetp | $5,115 | +83.2% | 72,330 | +66.5% | 2.20% | +67.4% |
| XLP | Sell | Consumer Staples Select Sector SPDR Fundetp | $5,095 | -22.8% | 68,198 | -23.0% | 2.20% | -29.4% |
| IGV | Buy | iShares Expanded Tech-Software Sector ETFetp | $4,871 | +42.2% | 15,986 | +19.4% | 2.10% | +29.9% |
| MSFT | Microsoft Corp | $4,487 | +20.2% | 15,563 | 0.0% | 1.93% | +9.9% | |
| SPHB | Buy | Invesco S&P 500 High Beta ETFetp | $4,348 | +216.9% | 62,151 | +182.4% | 1.87% | +189.5% |
| XLE | Sell | Energy Select Sector SPDR Fundetp | $4,129 | -5.7% | 49,855 | -0.4% | 1.78% | -13.8% |
| IXC | Sell | iShares Global Energy ETFetp | $4,105 | -18.2% | 108,710 | -15.6% | 1.77% | -25.3% |
| XLB | Materials Select Sector SPDR Fundetp | $3,836 | +3.8% | 47,563 | 0.0% | 1.65% | -5.2% | |
| IXG | iShares Global Financials ETFetp | $3,453 | -1.8% | 50,033 | 0.0% | 1.49% | -10.3% | |
| IXJ | Sell | iShares Global Healthcare ETFetp | $3,067 | -21.0% | 36,790 | -19.5% | 1.32% | -27.8% |
| EELV | Invesco S&P Emerging Markets Low Volatility ETFetp | $3,033 | +0.9% | 130,580 | 0.0% | 1.31% | -7.7% | |
| UBER | Buy | Uber Technologies Inc | $2,774 | +761.5% | 87,493 | +571.4% | 1.20% | +686.2% |
| GOOGL | Alphabet Inc | $2,701 | +17.5% | 26,040 | 0.0% | 1.16% | +7.4% | |
| IVV | Buy | iShares Core S&P 500 ETFetp | $2,505 | +34.3% | 6,094 | +25.5% | 1.08% | +22.8% |
| MU | Buy | Micron Technology Inc | $2,503 | +841.0% | 41,483 | +680.2% | 1.08% | +762.4% |
| ONEQ | Buy | Fidelity Nasdaq Composite Index ETFetp | $2,374 | +32.8% | 49,515 | +13.4% | 1.02% | +21.4% |
| SPLV | Buy | Invesco S&P 500 Low Volatility ETFetp | $2,165 | -54.8% | 34,693 | +92.7% | 0.93% | -58.7% |
| RUN | Buy | Sunrun Inc | $2,088 | +450.9% | 103,601 | +555.8% | 0.90% | +402.2% |
| JQUA | Sell | JPMorgan US Quality Factor ETFetp | $1,980 | +2.2% | 48,027 | -4.0% | 0.85% | -6.6% |
| VGT | Buy | Vanguard Information Technology ETFetp | $1,861 | +24.1% | 4,827 | +2.8% | 0.80% | +13.4% |
| XLU | Sell | Utilities Select Sector SPDR Fundetp | $1,862 | -4.6% | 27,447 | -0.9% | 0.80% | -12.8% |
| HDV | Sell | iShares Core High Dividend ETFetp | $1,765 | -42.7% | 17,358 | -41.3% | 0.76% | -47.7% |
| PYPL | Buy | PayPal Holdings Inc | $1,750 | +667.5% | 23,040 | +618.7% | 0.75% | +604.7% |
| NVDA | Sell | NVIDIA Corp | $1,637 | +89.7% | 5,894 | -0.2% | 0.70% | +73.2% |
| IYW | Buy | iShares US Technology ETFetp | $1,619 | +24.6% | 17,446 | +0.0% | 0.70% | +13.9% |
| ITA | iShares US Aerospace & Defense ETFetp | $1,609 | +2.9% | 13,980 | 0.0% | 0.69% | -6.0% | |
| XSD | New | SPDR S&P Semiconductor ETFetp | $1,600 | – | 7,670 | +100.0% | 0.69% | – |
| JETS | Buy | US Global Jets ETFetp | $1,497 | +315.8% | 80,373 | +281.6% | 0.64% | +279.4% |
| TDIV | Sell | First Trust NASDAQ Technology Dividend Index Fundetp | $1,493 | -12.9% | 27,598 | -2.7% | 0.64% | -20.4% |
| PICK | iShares MSCI Global Metals & Mining Producers ETFetp | $1,397 | +4.3% | 32,690 | 0.0% | 0.60% | -4.7% | |
| AMT | Buy | American Tower Corpreit | $1,381 | +69.2% | 6,758 | +76.4% | 0.60% | +54.5% |
| IHI | iShares U.S. Medical Devices ETFetp | $1,380 | +2.7% | 25,558 | 0.0% | 0.59% | -6.3% | |
| AMZN | Sell | Amazon.com Inc | $1,376 | +22.4% | 13,320 | -0.4% | 0.59% | +11.9% |
| EWT | Buy | iShares MSCI Taiwan ETFetp | $1,369 | +45533.3% | 30,198 | +40164.0% | 0.59% | +58900.0% |
| XLRE | Buy | Real Estate Select Sector SPDR Fundetp | $1,335 | +1400.0% | 35,718 | +1388.2% | 0.58% | +1269.0% |
| SEDG | SolarEdge Technologies Inc | $1,285 | +7.4% | 4,227 | 0.0% | 0.55% | -1.8% | |
| KWEB | New | KraneShares CSI China Internet ETFetp | $1,244 | – | 39,885 | +100.0% | 0.54% | – |
| SMH | Buy | VanEck Semiconductor ETFetp | $1,235 | +70.1% | 4,692 | +31.1% | 0.53% | +55.6% |
| EWY | New | iShares MSCI South Korea ETFetp | $1,223 | – | 19,976 | +100.0% | 0.53% | – |
| QTEC | Sell | First Trust NASDAQ-100 Technology Index Fundetp | $1,165 | +23.5% | 8,927 | -0.4% | 0.50% | +13.1% |
| SPYG | Buy | SPDR Portfolio S&P 500 Growth ETFetp | $1,161 | +33.9% | 20,966 | +22.6% | 0.50% | +22.2% |
| IHF | iShares U.S. Healthcare Providers ETFetp | $1,130 | -7.7% | 4,573 | 0.0% | 0.49% | -15.6% | |
| IEMG | New | iShares Core MSCI Emerging Markets ETFetp | $1,083 | – | 22,200 | +100.0% | 0.47% | – |
| DE | Deere & Co | $988 | -3.7% | 2,390 | 0.0% | 0.43% | -12.0% | |
| XLF | Sell | Financial Select Sector SPDR Fundetp | $794 | -18.9% | 24,703 | -13.7% | 0.34% | -25.8% |
| DIA | Sell | SPDR Dow Jones Industrial Average ETF Trustetp | $792 | -52.1% | 2,378 | -52.2% | 0.34% | -56.2% |
| FLLV | Sell | Franklin U.S. Low Volatility ETFetp | $783 | -59.3% | 16,616 | -60.1% | 0.34% | -62.8% |
| GOOG | Buy | Alphabet Inc | $781 | +175.0% | 7,505 | +134.5% | 0.34% | +150.7% |
| FDN | New | First Trust Dow Jones Internet Index Fundetp | $735 | – | 4,969 | +100.0% | 0.32% | – |
| BAC | Bank of America Corp | $729 | -13.9% | 25,503 | 0.0% | 0.31% | -21.3% | |
| EEM | Sell | iShares MSCI Emerging Markets ETFetp | $717 | +1.6% | 18,169 | -2.5% | 0.31% | -7.2% |
| RPV | Sell | Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETFetp | $697 | -14.7% | 9,177 | -12.4% | 0.30% | -22.1% |
| HEDJ | WisdomTree Europe Hedged Equity Fundetp | $666 | +17.5% | 8,106 | 0.0% | 0.29% | +7.5% | |
| RZV | Sell | Invesco S&P SmallCap 600 Pure Value ETFetp | $653 | -9.3% | 7,205 | -11.6% | 0.28% | -17.1% |
| IWM | Sell | iShares Russell 2000 ETFetp | $570 | +2.0% | 3,194 | -0.4% | 0.25% | -6.5% |
| JMOM | Sell | JPMorgan US Momentum Factor ETFetp | $514 | -49.1% | 12,958 | -51.6% | 0.22% | -53.6% |
| KIE | Sell | SPDR S&P Insurance ETFetp | $487 | -72.4% | 12,370 | -71.3% | 0.21% | -74.7% |
| BUG | Buy | Global X Cybersecurity ETFetp | $481 | +26.6% | 20,502 | +12.1% | 0.21% | +15.6% |
| SPYD | Sell | SPDR Portfolio S&P 500 High Dividend ETFetp | $339 | -61.1% | 8,923 | -59.5% | 0.15% | -64.5% |
| MTUM | Sell | iShares MSCI USA Momentum Factor ETFetp | $285 | -58.3% | 2,048 | -56.3% | 0.12% | -61.8% |
| EWH | Sell | iShares MSCI Hong Kong ETFetp | $161 | -90.5% | 7,838 | -90.3% | 0.07% | -91.4% |
| JNJ | Johnson & Johnson | $136 | -12.3% | 879 | 0.0% | 0.06% | -19.2% | |
| QUAL | iShares MSCI USA Quality Factor ETFetp | $126 | +8.6% | 1,015 | 0.0% | 0.05% | -1.8% | |
| IEO | Sell | iShares U.S. Oil & Gas Exploration & Production ETFetp | $106 | -19.1% | 1,240 | -12.1% | 0.05% | -25.8% |
| V | Sell | Visa Inc | $77 | -93.7% | 342 | -94.2% | 0.03% | -94.2% |
| MA | Sell | Mastercard Inc | $74 | -93.6% | 204 | -93.9% | 0.03% | -94.1% |
| XAR | SPDR S&P Aerospace & Defense ETFetp | $74 | +7.2% | 630 | 0.0% | 0.03% | -3.0% | |
| XSOE | Wisdomtree Emerging Markets EX-State-Owned Enterprises Fundetp | $73 | +4.3% | 2,628 | 0.0% | 0.03% | -6.1% | |
| JPM | JPMorgan Chase & Co | $73 | -2.7% | 563 | 0.0% | 0.03% | -11.4% | |
| IAI | Sell | iShares U.S. Broker-Dealers & Securities Exchanges ETFetp | $73 | -94.3% | 800 | -94.0% | 0.03% | -94.9% |
| NTR | Nutrien Ltd | $67 | +1.5% | 910 | 0.0% | 0.03% | -6.5% | |
| XHB | Buy | SPDR S&P Homebuilders ETFetp | $66 | +53.5% | 972 | +36.5% | 0.03% | +40.0% |
| KO | Sell | Coca-Cola Co/The | $57 | -95.4% | 810 | -95.8% | 0.02% | -95.7% |
| BABA | Sell | Alibaba Group Holding Ltdadr | $48 | -94.2% | 470 | -95.0% | 0.02% | -94.6% |
| PG | Sell | Procter & Gamble Co/The | $45 | -95.8% | 300 | -95.7% | 0.02% | -96.2% |
| IYT | iShares US Transportation ETFetp | $40 | +8.1% | 175 | 0.0% | 0.02% | 0.0% | |
| HD | Sell | Home Depot Inc/The | $35 | -96.3% | 120 | -95.9% | 0.02% | -96.6% |
| UNH | Sell | UnitedHealth Group Inc | $33 | -95.9% | 70 | -95.4% | 0.01% | -96.3% |
| NEE | Sell | NextEra Energy Inc | $32 | -96.2% | 420 | -95.8% | 0.01% | -96.5% |
| GS | Goldman Sachs Group Inc/The | $24 | -4.0% | 72 | 0.0% | 0.01% | -16.7% | |
| EWJ | iShares MSCI Japan ETFetp | $23 | +9.5% | 388 | 0.0% | 0.01% | 0.0% | |
| FDX | FedEx Corp | $23 | +35.3% | 100 | 0.0% | 0.01% | +25.0% | |
| BX | Blackstone Inc | $23 | +15.0% | 265 | 0.0% | 0.01% | +11.1% | |
| SPGI | S&P Global Inc | $21 | 0.0% | 62 | 0.0% | 0.01% | -10.0% | |
| KBWB | Invesco KBW Bank ETFetp | $21 | -19.2% | 501 | 0.0% | 0.01% | -25.0% | |
| VTRS | Viatris Inc | $16 | -15.8% | 1,711 | 0.0% | 0.01% | -22.2% | |
| IFN | India Fund Inc/Theclosed-end fund | $14 | -6.7% | 900 | 0.0% | 0.01% | -14.3% | |
| JD | JD.com Incadr | $10 | -16.7% | 220 | 0.0% | 0.00% | -33.3% | |
| IPAY | ETFMG Prime Mobile Payments ETFetp | $10 | 0.0% | 245 | 0.0% | 0.00% | -20.0% | |
| KBA | KraneShares Bosera MSCI China A 50 Connect Index ETFetp | $6 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| PANW | Sell | Palo Alto Networks Inc | $8 | 0.0% | 40 | -33.3% | 0.00% | -25.0% |
| VCR | Vanguard Consumer Discretionary ETFetp | $8 | +14.3% | 30 | 0.0% | 0.00% | 0.0% | |
| VWO | Exit | Vanguard FTSE Emerging Markets ETFetp | $0 | – | -550 | -100.0% | -0.01% | – |
| SKYW | Exit | SkyWest Inc | $0 | – | -13,523 | -100.0% | -0.10% | – |
| THO | Exit | Thor Industries Inc | $0 | – | -8,407 | -100.0% | -0.30% | – |
| VTV | Exit | Vanguard Value ETFetp | $0 | – | -4,859 | -100.0% | -0.32% | – |
| SCHV | Exit | Schwab U.S. Large-Cap Value ETFetp | $0 | – | -10,323 | -100.0% | -0.32% | – |
| TSM | Exit | Taiwan Semiconductor Manufacturing Co Ltdadr | $0 | – | -9,811 | -100.0% | -0.35% | – |
| VOOG | Exit | Vanguard S&P 500 Growth ETFetp | $0 | – | -4,197 | -100.0% | -0.42% | – |
| WMT | Exit | Walmart Inc | $0 | – | -6,968 | -100.0% | -0.47% | – |
| EWZ | Exit | iShares MSCI Brazil ETFetp | $0 | – | -37,895 | -100.0% | -0.50% | – |
| VOO | Exit | Vanguard S&P 500 ETFetp | $0 | – | -16,389 | -100.0% | -2.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INDUSTRIAL SELECT SECT SPDR | 32 | Q3 2023 | 9.6% |
| VANGUARD FINANCIALS ETF | 32 | Q3 2023 | 10.5% |
| Health Care Select Sector SPDR Fund | 32 | Q3 2023 | 8.4% |
| Tech Select Sec SPDR | 32 | Q3 2023 | 9.1% |
| CONSUMER DISCRETIONARY SELT | 32 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TRUST | 32 | Q3 2023 | 14.0% |
| ENERGY S.SECTOR SPDR | 32 | Q3 2023 | 7.7% |
| WisdomTree Japan Hedged Equity Fund | 32 | Q3 2023 | 3.3% |
| Financial Select Sector SPDR Fund | 32 | Q3 2023 | 3.8% |
| WisdomTree Europe Hedged Equity Fund | 32 | Q3 2023 | 1.0% |
View Ayalon Insurance Comp Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-18 |
View Ayalon Insurance Comp Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.