PVH

Psagot Value Holdings Portfolio holdings

AUM $11M
1-Year Est. Return 32.09%
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.07M
3
+$998K
4
DE icon
Deere & Co
DE
+$743K
5
JPM icon
JPMorgan Chase
JPM
+$742K

Top Sells

1
+$4.27M
2
+$3.97M
3
+$3.81M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.75M
5
ORCL icon
Oracle
ORCL
+$3.13M

Sector Composition

1 Technology 34.39%
2 Communication Services 10.51%
3 Financials 9.63%
4 Consumer Discretionary 7.99%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K 0.01%
+492
302
$11K 0.01%
317
+169
303
$11K 0.01%
826
+523
304
$11K 0.01%
57
+31
305
$10K 0.01%
383
+191
306
$10K 0.01%
357
+190
307
$10K 0.01%
971
+423
308
$10K 0.01%
1,008
+356
309
$10K 0.01%
337
+143
310
$10K 0.01%
+243
311
$10K 0.01%
92
+88
312
$10K 0.01%
908
+633
313
$10K 0.01%
227
+112
314
$10K 0.01%
42
+16
315
$10K 0.01%
72
+36
316
$10K 0.01%
108
+51
317
$10K 0.01%
532
+219
318
$10K 0.01%
131
+54
319
$10K 0.01%
+11
320
$10K 0.01%
92
+46
321
$10K 0.01%
1,097
+584
322
$10K 0.01%
174
+96
323
$9K ﹤0.01%
+1,128
324
$9K ﹤0.01%
213
+124
325
$9K ﹤0.01%
7
+4
11 12
13
14 15