FANJ

Financial Architects (New Jersey) Portfolio holdings

AUM $663M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$8.47M
3
+$6.3M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$5.21M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.45%
2 Healthcare 7.28%
3 Energy 6.89%
4 Technology 5.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.02%
+370
352
$22K 0.02%
+1,596
353
$21K 0.02%
+443
354
$21K 0.02%
+2,141
355
$21K 0.02%
+592
356
$21K 0.02%
+700
357
$21K 0.02%
+632
358
$21K 0.02%
+588
359
$21K 0.02%
+720
360
$21K 0.02%
+1,200
361
$20K 0.01%
+158
362
$20K 0.01%
+400
363
$20K 0.01%
+600
364
$20K 0.01%
+679
365
$20K 0.01%
+169
366
$20K 0.01%
+4,000
367
$20K 0.01%
+1,000
368
$20K 0.01%
+400
369
$19K 0.01%
+200
370
$19K 0.01%
+390
371
$19K 0.01%
+175
372
$19K 0.01%
+2,163
373
$19K 0.01%
+900
374
$18K 0.01%
+1,116
375
$18K 0.01%
+752
13 14
15
16 17