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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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$8.53M
3
+$6.22M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$5.6M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.37M

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
551
$5K ﹤0.01%
+808
552
$5K ﹤0.01%
+200
553
$5K ﹤0.01%
+75
554
$5K ﹤0.01%
+400
555
$5K ﹤0.01%
+416
556
$5K ﹤0.01%
+128
557
$5K ﹤0.01%
+200
558
$5K ﹤0.01%
+120
559
$5K ﹤0.01%
+200
560
$5K ﹤0.01%
+266
561
$5K ﹤0.01%
+317
562
$5K ﹤0.01%
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563
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564
$5K ﹤0.01%
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565
$5K ﹤0.01%
+125
566
$4K ﹤0.01%
+500
567
$4K ﹤0.01%
+100
568
$4K ﹤0.01%
+200
569
$4K ﹤0.01%
+100
570
$4K ﹤0.01%
+175
571
$4K ﹤0.01%
+200
572
$4K ﹤0.01%
+270
573
$4K ﹤0.01%
+250
574
$4K ﹤0.01%
+121
575
$4K ﹤0.01%
+350
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