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
$204M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.56M
3 +$2.44M
4
NLY icon
Annaly Capital Management
NLY
+$2.08M
5
BWP
Boardwalk Pipeline Partners
BWP
+$1.29M

Top Sells

1 +$2.56M
2 +$2.19M
3 +$1.2M
4
META icon
Meta Platforms (Facebook)
META
+$1.15M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.1M

Sector Composition

1 Financials 8.66%
2 Energy 7.68%
3 Healthcare 7.58%
4 Technology 6.82%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7K ﹤0.01%
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677
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678
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679
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680
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1,000
681
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+198
683
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684
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691
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692
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693
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695
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696
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+2,000
697
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200
-815
698
$6K ﹤0.01%
+1,600
699
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+382
700
$6K ﹤0.01%
84