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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
$577M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,546
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.97M
3
+$1.67M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.26M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$936K
2
+$922K
3
+$824K
4
AAPL icon
Apple
AAPL
+$794K
5
UNG icon
United States Natural Gas Fund
UNG
+$598K

Sector Composition

1 Financials 20.72%
2 Technology 6.17%
3 Healthcare 5.09%
4 Communication Services 3.88%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$15K ﹤0.01%
191
927
$14K ﹤0.01%
200
928
$14K ﹤0.01%
90
+40
929
$14K ﹤0.01%
4
930
$14K ﹤0.01%
130
931
$14K ﹤0.01%
300
932
$14K ﹤0.01%
870
933
$14K ﹤0.01%
400
934
$14K ﹤0.01%
949
+944
935
$14K ﹤0.01%
50
936
$14K ﹤0.01%
300
937
$14K ﹤0.01%
540
-160
938
$14K ﹤0.01%
1,463
939
$14K ﹤0.01%
800
-4,500
940
$14K ﹤0.01%
212
941
$13K ﹤0.01%
+240
942
$13K ﹤0.01%
+600
943
$13K ﹤0.01%
+441
944
$13K ﹤0.01%
550
+125
945
$13K ﹤0.01%
438
-45
946
$13K ﹤0.01%
3,000
-1,115
947
$13K ﹤0.01%
100
-40
948
$13K ﹤0.01%
1,000
949
$13K ﹤0.01%
468
+100
950
$13K ﹤0.01%
400
36 37
38
39 40