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
476
$2K ﹤0.01%
+30
477
$2K ﹤0.01%
+16
478
$2K ﹤0.01%
135
+5
479
$2K ﹤0.01%
+200
480
$2K ﹤0.01%
225
+16
481
$2K ﹤0.01%
+8
482
$2K ﹤0.01%
47
+3
483
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23
+2
484
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37
+9
485
$2K ﹤0.01%
+25
486
$2K ﹤0.01%
+33
487
$2K ﹤0.01%
+6
488
$2K ﹤0.01%
200
489
$2K ﹤0.01%
+65
490
$2K ﹤0.01%
12
491
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+20
492
$1K ﹤0.01%
5
493
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+200
494
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40
+9
495
$1K ﹤0.01%
+25
496
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+6
497
$1K ﹤0.01%
20
+10
498
$1K ﹤0.01%
+24
499
$1K ﹤0.01%
64
+25
500
$1K ﹤0.01%
+52
18 19
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