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
401
$16K 0.01%
+3,000
402
$16K 0.01%
+845
403
$16K 0.01%
+1,220
404
$16K 0.01%
+1,130
405
$16K 0.01%
+425
406
$16K 0.01%
+450
407
$16K 0.01%
+244
408
$16K 0.01%
+700
409
$16K 0.01%
+1,000
410
$15K 0.01%
+1,255
411
$15K 0.01%
+900
412
$15K 0.01%
+3,100
413
$15K 0.01%
+351
414
$15K 0.01%
+368
415
$15K 0.01%
+265
416
$14K 0.01%
+300
417
$14K 0.01%
+1,000
418
$14K 0.01%
+317
419
$14K 0.01%
+632
420
$14K 0.01%
+500
421
$14K 0.01%
+325
422
$14K 0.01%
+1,506
423
$14K 0.01%
+175
424
$14K 0.01%
+230
425
$13K 0.01%
+1,399
15 16
17
18 19