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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
$427M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.05M
3
+$970K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$809K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$809K

Top Sells

1
+$45.3M
2
+$10.6M
3
+$8.91M
4
JPM icon
JPMorgan Chase
JPM
+$6.51M
5
WFC icon
Wells Fargo
WFC
+$4.49M

Sector Composition

1 Technology 6.43%
2 Financials 6.41%
3 Communication Services 4.41%
4 Healthcare 4.28%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
14
902
$2K ﹤0.01%
200
903
$2K ﹤0.01%
+200
904
$2K ﹤0.01%
10
905
$2K ﹤0.01%
25
-225
906
$2K ﹤0.01%
31
907
$2K ﹤0.01%
100
-200
908
$2K ﹤0.01%
6
909
$2K ﹤0.01%
35
910
$2K ﹤0.01%
7
911
$2K ﹤0.01%
21
912
$2K ﹤0.01%
+24
913
$2K ﹤0.01%
7
914
$2K ﹤0.01%
24
915
$2K ﹤0.01%
11
916
$2K ﹤0.01%
100
917
$1K ﹤0.01%
14
-294
918
$1K ﹤0.01%
2
919
$1K ﹤0.01%
38
-400
920
$1K ﹤0.01%
56
921
$1K ﹤0.01%
48
922
$1K ﹤0.01%
18
923
$1K ﹤0.01%
23
924
$1K ﹤0.01%
10
925
– –
0
35 36
37
38 39