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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
$277M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$6.49M
3
+$3.68M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.63M
2
+$1.28M
3
+$1.14M
4
ABB
ABB Ltd
ABB
+$642K
5
LO
LORILLARD INC COM STK
LO
+$617K

Sector Composition

1 Healthcare 8.75%
2 Financials 7.11%
3 Technology 5.74%
4 Energy 4.98%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$25K 0.01%
520
577
$25K 0.01%
447
-178
578
$24K 0.01%
+750
579
$24K 0.01%
4,640
580
$24K 0.01%
+409
581
$24K 0.01%
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582
$24K 0.01%
862
583
$24K 0.01%
305
-56
584
$24K 0.01%
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585
$24K 0.01%
+530
586
$24K 0.01%
391
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587
$24K 0.01%
827
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588
$24K 0.01%
840
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589
$24K 0.01%
500
590
$24K 0.01%
855
591
$24K 0.01%
342
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592
$23K 0.01%
1,088
593
$23K 0.01%
2,000
594
$23K 0.01%
402
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595
$23K 0.01%
419
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596
$23K 0.01%
147
597
$23K 0.01%
+1,000
598
$23K 0.01%
+1,100
599
$23K 0.01%
221
+97
600
$22K 0.01%
100
22 23
24
25 26