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
501
$1K ﹤0.01%
28
-8,472
502
$1K ﹤0.01%
75
+19
503
$1K ﹤0.01%
+6
504
$1K ﹤0.01%
8
+1
505
$1K ﹤0.01%
+13
506
$1K ﹤0.01%
+5
507
$1K ﹤0.01%
50
+8
508
$1K ﹤0.01%
+12
509
$1K ﹤0.01%
35
+6
510
$1K ﹤0.01%
+20
511
$1K ﹤0.01%
+6
512
$1K ﹤0.01%
6
-287
513
$1K ﹤0.01%
+18
514
$1K ﹤0.01%
+4
515
$1K ﹤0.01%
+1
516
$1K ﹤0.01%
+10
517
$1K ﹤0.01%
+41
518
$1K ﹤0.01%
44
+12
519
$1K ﹤0.01%
45
+7
520
$1K ﹤0.01%
+12
521
$1K ﹤0.01%
6
522
$1K ﹤0.01%
+3
523
$1K ﹤0.01%
59
+8
524
$1K ﹤0.01%
+10
525
$1K ﹤0.01%
+5
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