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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
701
$7K ﹤0.01%
+84
702
$7K ﹤0.01%
+200
703
$7K ﹤0.01%
+200
704
$7K ﹤0.01%
+200
705
$7K ﹤0.01%
+165
706
$7K ﹤0.01%
+264
707
$7K ﹤0.01%
+257
708
$7K ﹤0.01%
+150
709
$7K ﹤0.01%
+200
710
$7K ﹤0.01%
+68
711
$7K ﹤0.01%
+20
712
$7K ﹤0.01%
+64
713
$7K ﹤0.01%
+46
714
$7K ﹤0.01%
+200
715
$7K ﹤0.01%
+250
716
$7K ﹤0.01%
+2,000
717
$7K ﹤0.01%
+160
718
$7K ﹤0.01%
+56
719
$7K ﹤0.01%
+55
720
$7K ﹤0.01%
+150
721
$7K ﹤0.01%
+91
722
$6K ﹤0.01%
+500
723
$6K ﹤0.01%
+100
724
$6K ﹤0.01%
+420
725
$6K ﹤0.01%
+13
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