We are live on ! Find out more
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
$525M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Sells

1 +$9.48M
2 +$5.6M
3 +$5.24M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.81M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.75M

Sector Composition

1 Financials 17.57%
2 Technology 5.58%
3 Healthcare 3.94%
4 Communication Services 3.32%
5 Consumer Staples 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$10K ﹤0.01%
339
777
$10K ﹤0.01%
226
778
$10K ﹤0.01%
66
-267
779
$10K ﹤0.01%
274
780
$10K ﹤0.01%
+500
781
$10K ﹤0.01%
300
782
$10K ﹤0.01%
500
-300
783
$10K ﹤0.01%
150
784
$10K ﹤0.01%
2,500
785
$10K ﹤0.01%
624
-6,083
786
$10K ﹤0.01%
161
787
$10K ﹤0.01%
225
-1,000
788
$10K ﹤0.01%
270
-1,155
789
$10K ﹤0.01%
300
790
$9K ﹤0.01%
+122
791
$9K ﹤0.01%
200
792
$9K ﹤0.01%
300
+200
793
$9K ﹤0.01%
200
794
$9K ﹤0.01%
260
-2,673
795
$9K ﹤0.01%
+150
796
$9K ﹤0.01%
119
+102
797
$9K ﹤0.01%
720
-36
798
$9K ﹤0.01%
300
-557
799
$9K ﹤0.01%
333
-15,113
800
$9K ﹤0.01%
65
-470