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

Top Buys

1
+$3.92M
2
+$3.72M
3
+$3.66M
4
ALE
Allete
ALE
+$2.31M
5
BIDU icon
Baidu
BIDU
+$1.21M

Top Sells

1
+$2.56M
2
+$2.19M
3
+$1.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.26M
5
ADP icon
Automatic Data Processing
ADP
+$1.16M

Sector Composition

1 Financials 8.66%
2 Energy 7.68%
3 Healthcare 7.58%
4 Technology 6.81%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
200
727
$5K ﹤0.01%
+100
728
$5K ﹤0.01%
+159
729
$5K ﹤0.01%
+131
730
$5K ﹤0.01%
145
+135
731
$5K ﹤0.01%
56
732
$5K ﹤0.01%
91
733
$5K ﹤0.01%
277
734
$5K ﹤0.01%
+400
735
$5K ﹤0.01%
+287
736
$5K ﹤0.01%
+500
737
$5K ﹤0.01%
188
738
$5K ﹤0.01%
129
739
$5K ﹤0.01%
200
-1,500
740
$5K ﹤0.01%
240
741
$5K ﹤0.01%
101
+1
742
$5K ﹤0.01%
+290
743
$5K ﹤0.01%
270
744
$5K ﹤0.01%
2,000
+1,900
745
$5K ﹤0.01%
+200
746
$5K ﹤0.01%
150
747
$5K ﹤0.01%
32
-22
748
$5K ﹤0.01%
+70
749
$5K ﹤0.01%
15
-16
750
$5K ﹤0.01%
+25
28 29
30
31 32