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
426
$2K ﹤0.01%
+60
427
$2K ﹤0.01%
151
+39
428
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22
+15
429
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+28
430
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48
+12
431
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+92
435
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+50
436
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17
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439
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45
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15
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44
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122
-1
446
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19
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447
$2K ﹤0.01%
76
+55
448
$2K ﹤0.01%
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449
$2K ﹤0.01%
4
450
$2K ﹤0.01%
+12
16 17
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