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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
1051
$9K ﹤0.01%
325
1052
$9K ﹤0.01%
100
1053
$9K ﹤0.01%
170
1054
$9K ﹤0.01%
600
1055
$9K ﹤0.01%
732
-1,499
1056
$9K ﹤0.01%
150
1057
$9K ﹤0.01%
3,500
1058
$9K ﹤0.01%
2,000
-800
1059
$8K ﹤0.01%
409
-20
1060
$8K ﹤0.01%
300
1061
$8K ﹤0.01%
255
1062
$8K ﹤0.01%
100
1063
$8K ﹤0.01%
500
-390
1064
$8K ﹤0.01%
+900
1065
$8K ﹤0.01%
1,000
1066
$8K ﹤0.01%
105
-15
1067
$8K ﹤0.01%
155
1068
$8K ﹤0.01%
34
-238
1069
$8K ﹤0.01%
85
1070
– –
0
1071
$8K ﹤0.01%
1,196
1072
$8K ﹤0.01%
209
+159
1073
$8K ﹤0.01%
200
1074
$8K ﹤0.01%
36
-360
1075
$8K ﹤0.01%
657
41 42
43
44 45