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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
$425M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,538
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.75M
3
+$4.28M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.83M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.66M

Top Sells

1
+$1.79M
2
+$1.41M
3
+$911K
4
VUG icon
Vanguard Growth ETF
VUG
+$684K
5
SO icon
Southern Company
SO
+$439K

Sector Composition

1 Financials 9.81%
2 Healthcare 6.9%
3 Technology 5.69%
4 Industrials 4.47%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$17K ﹤0.01%
1,451
+1,300
877
$16K ﹤0.01%
1,116
878
$16K ﹤0.01%
400
-2,626
879
$16K ﹤0.01%
1,137
-331
880
$16K ﹤0.01%
193
881
$16K ﹤0.01%
288
882
$16K ﹤0.01%
1,143
+16
883
$16K ﹤0.01%
+227
884
$16K ﹤0.01%
500
885
$16K ﹤0.01%
449
886
$16K ﹤0.01%
+725
887
$16K ﹤0.01%
308
+34
888
$15K ﹤0.01%
284
-132
889
$15K ﹤0.01%
205
890
$15K ﹤0.01%
+850
891
$15K ﹤0.01%
287
892
$15K ﹤0.01%
1,660
+1,350
893
$15K ﹤0.01%
390
+46
894
$15K ﹤0.01%
1,250
+250
895
$15K ﹤0.01%
346
-2
896
$15K ﹤0.01%
277
+40
897
$15K ﹤0.01%
1,000
898
$15K ﹤0.01%
282
+114
899
$15K ﹤0.01%
1,173
900
$15K ﹤0.01%
+176
34 35
36
37 38