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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
$427M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.05M
3
+$970K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$809K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$809K

Top Sells

1
+$45.3M
2
+$10.6M
3
+$8.91M
4
JPM icon
JPMorgan Chase
JPM
+$6.51M
5
WFC icon
Wells Fargo
WFC
+$4.49M

Sector Composition

1 Technology 6.43%
2 Financials 6.41%
3 Communication Services 4.41%
4 Healthcare 4.28%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
+300
727
$9K ﹤0.01%
274
728
$9K ﹤0.01%
1,000
729
$9K ﹤0.01%
196
-110
730
$9K ﹤0.01%
500
-325
731
$9K ﹤0.01%
503
732
$9K ﹤0.01%
300
733
$9K ﹤0.01%
663
734
$9K ﹤0.01%
400
735
$8K ﹤0.01%
333
736
$8K ﹤0.01%
200
737
$8K ﹤0.01%
200
738
$8K ﹤0.01%
150
739
$8K ﹤0.01%
300
740
$8K ﹤0.01%
189
741
$8K ﹤0.01%
+400
742
$8K ﹤0.01%
363
743
$8K ﹤0.01%
64
+16
744
$8K ﹤0.01%
350
745
$8K ﹤0.01%
285
746
$8K ﹤0.01%
+107
747
$8K ﹤0.01%
+500
748
$8K ﹤0.01%
160
749
$8K ﹤0.01%
100
750
$8K ﹤0.01%
2,832
28 29
30
31 32