PJSIMP

P.J. Schmidt Investment Management (PJS) Portfolio holdings

AUM $578M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$353K
3 +$341K
4
COST icon
Costco
COST
+$333K
5
FVAL icon
Fidelity Value Factor ETF
FVAL
+$279K

Sector Composition

1 Technology 20.35%
2 Healthcare 11.33%
3 Financials 9.2%
4 Industrials 8.64%
5 Consumer Discretionary 6.34%