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
576
$3K ﹤0.01%
+125
577
$3K ﹤0.01%
+250
578
$3K ﹤0.01%
+129
579
$3K ﹤0.01%
+300
580
$3K ﹤0.01%
+80
581
$3K ﹤0.01%
+100
582
$3K ﹤0.01%
+200
583
$3K ﹤0.01%
+50
584
$3K ﹤0.01%
+13
585
$3K ﹤0.01%
+200
586
$3K ﹤0.01%
+100
587
$3K ﹤0.01%
+200
588
$3K ﹤0.01%
+150
589
$3K ﹤0.01%
+76
590
$3K ﹤0.01%
+1,000
591
$2K ﹤0.01%
+83
592
$2K ﹤0.01%
+120
593
$2K ﹤0.01%
+130
594
$2K ﹤0.01%
+100
595
$2K ﹤0.01%
+102
596
$2K ﹤0.01%
+350
597
$2K ﹤0.01%
+150
598
$2K ﹤0.01%
+57
599
$2K ﹤0.01%
+10
600
$2K ﹤0.01%
+100
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