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FANJ

Financial Architects (New Jersey) Portfolio holdings

AUM $663M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$3.82M
3 +$3.69M
4
PLTR icon
Palantir
PLTR
+$2.68M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.17M

Sector Composition

1 Technology 10.24%
2 Consumer Discretionary 5.44%
3 Financials 5.27%
4 Healthcare 3.64%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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366
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367
-965