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
$155M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.64M
3 +$601K
4
GE icon
GE Aerospace
GE
+$552K
5
ARG
Airgas Inc
ARG
+$505K

Top Sells

1 +$776K
2 +$464K
3 +$352K
4
PCYC
PHARMACYCLICS INC
PCYC
+$207K
5
FDX icon
FedEx
FDX
+$203K

Sector Composition

1 Financials 8.31%
2 Healthcare 6.91%
3 Technology 6.06%
4 Energy 5.93%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$6K ﹤0.01%
+131
552
$6K ﹤0.01%
+168
553
$6K ﹤0.01%
+600
554
$6K ﹤0.01%
+40
555
$6K ﹤0.01%
200
556
$6K ﹤0.01%
100
557
$6K ﹤0.01%
175
558
$6K ﹤0.01%
428
559
$6K ﹤0.01%
1,468
560
$6K ﹤0.01%
772
561
$5K ﹤0.01%
76
+1
562
$5K ﹤0.01%
+125
563
$5K ﹤0.01%
128
564
$5K ﹤0.01%
200
565
$5K ﹤0.01%
+104
566
$5K ﹤0.01%
+160
567
$5K ﹤0.01%
200
568
$5K ﹤0.01%
+251
569
$5K ﹤0.01%
116
+36
570
$5K ﹤0.01%
+84
571
$5K ﹤0.01%
+145
572
$5K ﹤0.01%
+380
573
$5K ﹤0.01%
+381
574
$5K ﹤0.01%
+107
575
$5K ﹤0.01%
175