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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
$371M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,516
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.03M
3
+$1.62M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.25M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$965K

Top Sells

1
+$3.27M
2
+$985K
3
+$723K
4
WMT icon
Walmart Inc
WMT
+$555K
5
QCOM icon
Qualcomm
QCOM
+$438K

Sector Composition

1 Financials 9.2%
2 Healthcare 8.13%
3 Technology 6.77%
4 Communication Services 5.42%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$25K 0.01%
1,700
+550
777
$25K 0.01%
+1,074
778
$25K 0.01%
+201
779
$25K 0.01%
2,180
780
$25K 0.01%
+500
781
$25K 0.01%
543
782
$25K 0.01%
2,500
783
$25K 0.01%
+500
784
$25K 0.01%
2,000
785
$25K 0.01%
+1,086
786
$24K 0.01%
967
+2
787
$24K 0.01%
450
-80
788
$24K 0.01%
348
-333
789
$24K 0.01%
408
+1
790
$24K 0.01%
5,540
791
$24K 0.01%
465
792
$24K 0.01%
+269
793
$24K 0.01%
+232
794
$24K 0.01%
+1,030
795
$24K 0.01%
156
+25
796
$24K 0.01%
418
797
$24K 0.01%
923
798
$24K 0.01%
125
-50
799
$24K 0.01%
+300
800
$23K 0.01%
1,445
-360
30 31
32
33 34