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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
$204M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.72M
3
+$3.66M
4
ALE
Allete
ALE
+$2.31M
5
BIDU icon
Baidu
BIDU
+$1.21M

Top Sells

1
+$2.56M
2
+$2.19M
3
+$1.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.26M
5
ADP icon
Automatic Data Processing
ADP
+$1.16M

Sector Composition

1 Financials 8.66%
2 Energy 7.68%
3 Healthcare 7.58%
4 Technology 6.81%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K 0.01%
1,015
527
$15K 0.01%
300
528
$14K 0.01%
342
-16,061
529
$14K 0.01%
507
-3,365
530
$14K 0.01%
30,000
531
$14K 0.01%
129
532
$14K 0.01%
161
+83
533
$14K 0.01%
230
+30
534
$14K 0.01%
500
535
$14K 0.01%
1,000
536
$13K 0.01%
112
537
$13K 0.01%
4
538
$13K 0.01%
+239
539
$13K 0.01%
500
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540
$13K 0.01%
359
541
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542
$13K 0.01%
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543
$13K 0.01%
+135
544
$13K 0.01%
350
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$12K 0.01%
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546
$12K 0.01%
220
547
$12K 0.01%
414
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548
$12K 0.01%
836
549
$12K 0.01%
344
550
$12K 0.01%
200
-100
20 21
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