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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
576
$3K ﹤0.01%
+125
577
$3K ﹤0.01%
+250
578
$3K ﹤0.01%
+129
579
$3K ﹤0.01%
+300
580
$3K ﹤0.01%
+200
581
$3K ﹤0.01%
+50
582
$3K ﹤0.01%
+13
583
$3K ﹤0.01%
+200
584
$3K ﹤0.01%
+100
585
$3K ﹤0.01%
+200
586
$3K ﹤0.01%
+150
587
$3K ﹤0.01%
+76
588
$3K ﹤0.01%
+1,000
589
$3K ﹤0.01%
+80
590
$3K ﹤0.01%
+100
591
$2K ﹤0.01%
+102
592
$2K ﹤0.01%
+350
593
$2K ﹤0.01%
+100
594
$2K ﹤0.01%
+150
595
$2K ﹤0.01%
+57
596
$2K ﹤0.01%
+88
597
$2K ﹤0.01%
+98
598
$2K ﹤0.01%
+50
599
$2K ﹤0.01%
+50
600
$2K ﹤0.01%
+100
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