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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
$521M
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,594
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.29M
3
+$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.28M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$10.2M
2
+$4.21M
3
+$4.14M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.47M
5
WMT icon
Walmart Inc
WMT
+$2.32M

Sector Composition

1 Financials 20.2%
2 Technology 6.41%
3 Healthcare 5.67%
4 Communication Services 3.88%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$12K ﹤0.01%
+600
977
$12K ﹤0.01%
+1,015
978
$12K ﹤0.01%
730
979
$12K ﹤0.01%
300
980
$12K ﹤0.01%
+318
981
$12K ﹤0.01%
+400
982
$12K ﹤0.01%
212
983
$12K ﹤0.01%
284
984
$12K ﹤0.01%
1,500
985
$12K ﹤0.01%
4,351
+3,004
986
$12K ﹤0.01%
1,092
-1,240
987
$12K ﹤0.01%
+416
988
$12K ﹤0.01%
355
+6
989
$12K ﹤0.01%
600
990
$12K ﹤0.01%
701
+400
991
$12K ﹤0.01%
1,400
992
$12K ﹤0.01%
1,500
-500
993
$11K ﹤0.01%
57
994
$11K ﹤0.01%
70
-3
995
$11K ﹤0.01%
100
996
$11K ﹤0.01%
+381
997
– –
0
998
$11K ﹤0.01%
95
999
$11K ﹤0.01%
238
1000
$11K ﹤0.01%
265
+15
38 39
40
41 42