We are live on ! Find out more
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
$155M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$1.59M
3 +$580K
4
GE icon
GE Aerospace
GE
+$554K
5
ARG
Airgas Inc
ARG
+$489K

Top Sells

1 +$776K
2 +$450K
3 +$341K
4
FDX icon
FedEx
FDX
+$196K
5
GLD icon
SPDR Gold Trust
GLD
+$191K

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%
+168
552
$6K ﹤0.01%
+600
553
$6K ﹤0.01%
+40
554
$6K ﹤0.01%
200
555
$6K ﹤0.01%
100
556
$6K ﹤0.01%
175
557
$6K ﹤0.01%
428
558
$6K ﹤0.01%
1,468
559
$6K ﹤0.01%
772
560
$6K ﹤0.01%
+499
561
$5K ﹤0.01%
+56
562
$5K ﹤0.01%
+159
563
$5K ﹤0.01%
+130
564
$5K ﹤0.01%
+111
565
$5K ﹤0.01%
200
566
$5K ﹤0.01%
76
+1
567
$5K ﹤0.01%
+380
568
$5K ﹤0.01%
+381
569
$5K ﹤0.01%
+107
570
$5K ﹤0.01%
175
571
$5K ﹤0.01%
100
572
$5K ﹤0.01%
200
573
$5K ﹤0.01%
+102
574
$5K ﹤0.01%
+32
575
$5K ﹤0.01%
200