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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
$277M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$6.49M
3
+$3.68M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.63M
2
+$1.28M
3
+$1.14M
4
ABB
ABB Ltd
ABB
+$642K
5
LO
LORILLARD INC COM STK
LO
+$617K

Sector Composition

1 Healthcare 8.75%
2 Financials 7.11%
3 Technology 5.74%
4 Energy 4.98%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
100
902
$6K ﹤0.01%
200
903
$6K ﹤0.01%
350
904
$6K ﹤0.01%
64
905
$6K ﹤0.01%
+220
906
$6K ﹤0.01%
250
907
– –
0
908
$5K ﹤0.01%
35
909
$5K ﹤0.01%
+37
910
$5K ﹤0.01%
98
911
$5K ﹤0.01%
2,000
912
$5K ﹤0.01%
123
+20
913
$5K ﹤0.01%
200
914
$5K ﹤0.01%
132
915
$5K ﹤0.01%
+100
916
$5K ﹤0.01%
153
917
$5K ﹤0.01%
200
918
$5K ﹤0.01%
+180
919
$5K ﹤0.01%
+238
920
$5K ﹤0.01%
117
921
$5K ﹤0.01%
+585
922
$5K ﹤0.01%
+111
923
$5K ﹤0.01%
201
924
$5K ﹤0.01%
146
925
$5K ﹤0.01%
53
-17
35 36
37
38 39