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
451
$11K 0.01%
+450
452
$11K 0.01%
+135
453
$11K 0.01%
+750
454
$10K 0.01%
+500
455
$10K 0.01%
+450
456
$10K 0.01%
+686
457
$10K 0.01%
+350
458
$10K 0.01%
+900
459
$10K 0.01%
+398
460
$10K 0.01%
+425
461
$10K 0.01%
+375
462
$10K 0.01%
+300
463
$10K 0.01%
+257
464
$10K 0.01%
+1,200
465
$10K 0.01%
+400
466
$10K 0.01%
+300
467
$10K 0.01%
+150
468
$10K 0.01%
+173
469
$10K 0.01%
+400
470
$9K 0.01%
+200
471
$9K 0.01%
+400
472
$9K 0.01%
+202
473
$9K 0.01%
+200
474
$9K 0.01%
+200
475
$9K 0.01%
+157
17 18
19
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