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%
+8
477
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47
+3
478
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23
+2
479
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37
+9
480
$2K ﹤0.01%
+25
481
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482
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+6
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484
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45
+35
485
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+12
486
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11
+2
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200
489
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490
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12
491
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5
493
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40
+9
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+25
496
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+6
497
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20
+10
498
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+24
499
$1K ﹤0.01%
64
+25
500
$1K ﹤0.01%
+52
18 19
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