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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
$207M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$583K
3
+$417K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$380K
5
AMZN icon
Amazon
AMZN
+$356K

Top Sells

1
+$467K
2
+$209K
3
+$119K
4
RH icon
RH
RH
+$101K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$90.1K

Sector Composition

1 Financials 7.82%
2 Energy 7.55%
3 Healthcare 7.54%
4 Technology 6.31%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K 0.01%
+400
577
$13K 0.01%
+50
578
$13K 0.01%
+344
579
$13K 0.01%
+102
580
$13K 0.01%
+220
581
$12K 0.01%
+1,000
582
$12K 0.01%
+178
583
$12K 0.01%
+877
584
$12K 0.01%
+200
585
$12K 0.01%
+235
586
$12K 0.01%
+250
587
$12K 0.01%
+918
588
$12K 0.01%
+927
589
$12K 0.01%
+100
590
$12K 0.01%
+359
591
$12K 0.01%
+510
592
$12K 0.01%
+31
593
$12K 0.01%
+80
594
$12K 0.01%
+185
595
$12K 0.01%
+330
596
$12K 0.01%
+836
597
$12K 0.01%
+344
598
$12K 0.01%
+241
599
$12K 0.01%
+117
600
$12K 0.01%
+56
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