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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
$511M
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,430
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.37M
3
+$1.35M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.25M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.15M

Top Sells

1
+$2.87M
2
+$2.02M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.63M
5
MU icon
Micron Technology
MU
+$897K

Sector Composition

1 Financials 22.19%
2 Technology 5.41%
3 Healthcare 4.93%
4 Communication Services 3.27%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$17K ﹤0.01%
321
752
$17K ﹤0.01%
3,250
+250
753
$17K ﹤0.01%
212
754
$17K ﹤0.01%
332
755
$17K ﹤0.01%
1,200
756
$17K ﹤0.01%
1,040
757
$17K ﹤0.01%
152
758
$17K ﹤0.01%
863
+300
759
$17K ﹤0.01%
386
760
$17K ﹤0.01%
500
761
$17K ﹤0.01%
+1,100
762
$17K ﹤0.01%
104
763
$16K ﹤0.01%
225
+75
764
$16K ﹤0.01%
500
765
$16K ﹤0.01%
3,377
766
$16K ﹤0.01%
331
-282
767
$16K ﹤0.01%
219
768
$16K ﹤0.01%
613
769
$16K ﹤0.01%
158
+8
770
$16K ﹤0.01%
611
771
$16K ﹤0.01%
2,200
772
$16K ﹤0.01%
1,000
773
$16K ﹤0.01%
1,000
-500
774
$16K ﹤0.01%
500
775
$16K ﹤0.01%
213
+14
29 30
31
32 33