FANJ
Financial Architects (New Jersey) Portfolio holdings
AUM
$663M
This Quarter Return
+7.23%
1 Year Return
+15.53%
3 Year Return
+31.34%
5 Year Return
+47.28%
10 Year Return
+145.85%
AUM
$453M
AUM Growth
+$453M
(+4.3%)
Cap. Flow
+$7.63M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
858
New
4
Increased
118
Reduced
110
Closed
585
Top Buys
1 |
Apple
AAPL
|
$15.1M |
2 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$3.47M |
3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.46M |
4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.52M |
5 |
iShares TIPS Bond ETF
TIP
|
$2.03M |
Top Sells
Sector Composition
1 | Technology | 9.51% |
2 | Financials | 4.76% |
3 | Communication Services | 4.4% |
4 | Healthcare | 4.33% |
5 | Consumer Staples | 3.34% |