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
851
$7K ﹤0.01%
200
852
$7K ﹤0.01%
+500
853
$7K ﹤0.01%
+700
854
$7K ﹤0.01%
120
+50
855
$7K ﹤0.01%
200
856
$7K ﹤0.01%
300
857
$7K ﹤0.01%
400
858
$6K ﹤0.01%
+220
859
$6K ﹤0.01%
150
-50
860
$6K ﹤0.01%
107
-498
861
$6K ﹤0.01%
1,200
862
$6K ﹤0.01%
+500
863
$6K ﹤0.01%
179
-952
864
$6K ﹤0.01%
+50
865
$6K ﹤0.01%
117
-624
866
$6K ﹤0.01%
23
-252
867
$6K ﹤0.01%
+250
868
$6K ﹤0.01%
500
869
$6K ﹤0.01%
34
-7
870
$6K ﹤0.01%
48
-12
871
$6K ﹤0.01%
500
872
$6K ﹤0.01%
216
873
$6K ﹤0.01%
500
874
$6K ﹤0.01%
105
+78
875
$6K ﹤0.01%
+200