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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
$574M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,439
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.66M
3
+$1.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$980K

Top Sells

1
+$1.33M
2
+$985K
3
+$783K
4
ELV icon
Elevance Health
ELV
+$692K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$605K

Sector Composition

1 Financials 20.69%
2 Technology 5.92%
3 Healthcare 4.44%
4 Communication Services 3.34%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$20K ﹤0.01%
425
-3
777
$20K ﹤0.01%
+850
778
$20K ﹤0.01%
1,215
779
$20K ﹤0.01%
496
780
$20K ﹤0.01%
555
781
$20K ﹤0.01%
410
-164
782
$20K ﹤0.01%
1,200
783
$20K ﹤0.01%
+316
784
$20K ﹤0.01%
+40
785
$20K ﹤0.01%
792
-722
786
$20K ﹤0.01%
331
+300
787
$20K ﹤0.01%
1,020
788
$20K ﹤0.01%
+100
789
$20K ﹤0.01%
+860
790
$19K ﹤0.01%
428
-3
791
$19K ﹤0.01%
281
-219
792
$19K ﹤0.01%
332
793
$19K ﹤0.01%
314
-90
794
$19K ﹤0.01%
161
-1
795
$19K ﹤0.01%
73
-12
796
$19K ﹤0.01%
+800
797
$19K ﹤0.01%
1,040
798
$19K ﹤0.01%
+500
799
$19K ﹤0.01%
104
800
$19K ﹤0.01%
+1,544
30 31
32
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