FANJ

Financial Architects (New Jersey) Portfolio holdings

AUM $663M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,491
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$3.65M
3 +$3.25M
4
JPM icon
JPMorgan Chase
JPM
+$3.01M
5
GS icon
Goldman Sachs
GS
+$2.74M

Sector Composition

1 Financials 9.47%
2 Healthcare 8.29%
3 Technology 7.25%
4 Communication Services 5.65%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$7K ﹤0.01%
+500
1052
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200
1053
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1054
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1056
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1057
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1058
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1059
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1060
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1061
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1062
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1063
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1064
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1065
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200
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46
+1
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1075
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