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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
951
$13K ﹤0.01%
+600
952
$13K ﹤0.01%
505
+105
953
$13K ﹤0.01%
300
954
$13K ﹤0.01%
125
+100
955
$13K ﹤0.01%
600
-200
956
$13K ﹤0.01%
+325
957
$13K ﹤0.01%
200
958
$13K ﹤0.01%
1,000
959
$13K ﹤0.01%
500
960
$13K ﹤0.01%
663
961
$13K ﹤0.01%
141
-443
962
$13K ﹤0.01%
+80
963
$12K ﹤0.01%
195
-168
964
$12K ﹤0.01%
360
965
$12K ﹤0.01%
501
966
$12K ﹤0.01%
+300
967
$12K ﹤0.01%
176
968
$12K ﹤0.01%
392
969
$12K ﹤0.01%
416
970
$12K ﹤0.01%
1,800
+850
971
$12K ﹤0.01%
1,015
972
$12K ﹤0.01%
375
-365
973
$12K ﹤0.01%
30
-2
974
$12K ﹤0.01%
+1,300
975
– –
0
37 38
39
40 41