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
$155M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.64M
3 +$601K
4
GE icon
GE Aerospace
GE
+$552K
5
ARG
Airgas Inc
ARG
+$505K

Top Sells

1 +$776K
2 +$464K
3 +$352K
4
PCYC
PHARMACYCLICS INC
PCYC
+$207K
5
FDX icon
FedEx
FDX
+$203K

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
626
$4K ﹤0.01%
+68
627
$4K ﹤0.01%
+191
628
$4K ﹤0.01%
+66
629
$4K ﹤0.01%
353
+3
630
$3K ﹤0.01%
+121
631
$3K ﹤0.01%
250
632
$3K ﹤0.01%
+105
633
$3K ﹤0.01%
129
634
$3K ﹤0.01%
100
-75
635
$3K ﹤0.01%
+45
636
$3K ﹤0.01%
+86
637
$3K ﹤0.01%
+82
638
$3K ﹤0.01%
99
-401
639
$3K ﹤0.01%
+156
640
$3K ﹤0.01%
+294
641
$3K ﹤0.01%
+82
642
$3K ﹤0.01%
+29
643
$3K ﹤0.01%
100
644
$3K ﹤0.01%
+134
645
$3K ﹤0.01%
+112
646
$3K ﹤0.01%
+40
647
$3K ﹤0.01%
+69
648
$3K ﹤0.01%
+70
649
$3K ﹤0.01%
+514
650
$3K ﹤0.01%
+210