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
$196M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.22M
3
+$783K
4
ORCL icon
Oracle
ORCL
+$758K
5
PFE icon
Pfizer
PFE
+$709K

Top Sells

1
+$1.56M
2
+$1.11M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$734K

Sector Composition

1 Technology 34.7%
2 Communication Services 11.54%
3 Financials 9.4%
4 Consumer Discretionary 7.98%
5 Healthcare 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
6
427
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+31
428
$2K ﹤0.01%
4
429
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430
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70
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$2K ﹤0.01%
4
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18
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436
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+87
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+2
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