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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
1026
$3K ﹤0.01%
+300
1027
$3K ﹤0.01%
+2
1028
$3K ﹤0.01%
+16
1029
$3K ﹤0.01%
+292
1030
$3K ﹤0.01%
+88
1031
$3K ﹤0.01%
+130
1032
$3K ﹤0.01%
+3
1033
$3K ﹤0.01%
+49
1034
$3K ﹤0.01%
167
-29,251
1035
$3K ﹤0.01%
+1,500
1036
$3K ﹤0.01%
+1,250
1037
$3K ﹤0.01%
+266
1038
$3K ﹤0.01%
+33
1039
$3K ﹤0.01%
+68
1040
$3K ﹤0.01%
122
1041
$3K ﹤0.01%
+246
1042
$3K ﹤0.01%
+138
1043
$3K ﹤0.01%
+78
1044
$3K ﹤0.01%
+500
1045
$3K ﹤0.01%
+35
1046
$3K ﹤0.01%
+53
1047
– –
0
1048
$2K ﹤0.01%
+100
1049
$2K ﹤0.01%
+83
1050
$2K ﹤0.01%
+100
40 41
42
43 44