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
651
$3K ﹤0.01%
200
652
$3K ﹤0.01%
+62
653
$3K ﹤0.01%
98
654
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+84
655
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13
656
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+129
657
$3K ﹤0.01%
+34
658
$3K ﹤0.01%
+5
659
$3K ﹤0.01%
+256
660
$3K ﹤0.01%
+97
661
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200
662
$3K ﹤0.01%
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663
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664
$3K ﹤0.01%
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665
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666
$3K ﹤0.01%
150
667
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+135
668
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+62
669
$3K ﹤0.01%
100
670
$3K ﹤0.01%
1,000
671
$3K ﹤0.01%
+84
672
$3K ﹤0.01%
+110
673
$3K ﹤0.01%
+17
674
$3K ﹤0.01%
55
-79
675
$3K ﹤0.01%
350