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
451
$2K ﹤0.01%
+89
452
$2K ﹤0.01%
29
+8
453
$2K ﹤0.01%
+22
454
$2K ﹤0.01%
45
+35
455
$2K ﹤0.01%
+12
456
$2K ﹤0.01%
11
+2
457
$2K ﹤0.01%
+7
458
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+25
459
$2K ﹤0.01%
+12
460
$2K ﹤0.01%
+15
461
$2K ﹤0.01%
+24
462
$2K ﹤0.01%
+11
463
$2K ﹤0.01%
17
+4
464
$2K ﹤0.01%
62
-34
465
$2K ﹤0.01%
+15
466
$2K ﹤0.01%
+50
467
$2K ﹤0.01%
+20
468
$2K ﹤0.01%
+45
469
$2K ﹤0.01%
+4
470
$2K ﹤0.01%
+6
471
$2K ﹤0.01%
+45
472
$2K ﹤0.01%
+22
473
$2K ﹤0.01%
123
+20
474
$2K ﹤0.01%
+62
475
$2K ﹤0.01%
+7
17 18
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