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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
951
$5K ﹤0.01%
200
952
$5K ﹤0.01%
1,200
953
$5K ﹤0.01%
121
-100
954
$5K ﹤0.01%
128
955
$5K ﹤0.01%
522
+122
956
$5K ﹤0.01%
400
957
$5K ﹤0.01%
1,290
958
$5K ﹤0.01%
+343
959
$5K ﹤0.01%
+180
960
$5K ﹤0.01%
250
961
$5K ﹤0.01%
103
+1
962
$4K ﹤0.01%
18
-11
963
$4K ﹤0.01%
+124
964
$4K ﹤0.01%
+63
965
$4K ﹤0.01%
74
966
$4K ﹤0.01%
102
967
$4K ﹤0.01%
+161
968
$4K ﹤0.01%
+225
969
$4K ﹤0.01%
+188
970
$4K ﹤0.01%
+46
971
$4K ﹤0.01%
+200
972
$4K ﹤0.01%
+200
973
$4K ﹤0.01%
400
974
$4K ﹤0.01%
38
-131
975
$4K ﹤0.01%
39
37 38
39
40 41