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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
1076
$8K ﹤0.01%
9
-1
1077
$8K ﹤0.01%
1,000
1078
$8K ﹤0.01%
100
1079
$8K ﹤0.01%
184
-350
1080
$8K ﹤0.01%
150
1081
$8K ﹤0.01%
3,500
1082
$8K ﹤0.01%
500
1083
$8K ﹤0.01%
250
1084
$8K ﹤0.01%
300
1085
$8K ﹤0.01%
169
1086
$8K ﹤0.01%
450
1087
$8K ﹤0.01%
164
1088
$8K ﹤0.01%
1,000
1089
$8K ﹤0.01%
1,800
1090
$7K ﹤0.01%
200
1091
$7K ﹤0.01%
+415
1092
$7K ﹤0.01%
+750
1093
$7K ﹤0.01%
500
1094
$7K ﹤0.01%
190
+14
1095
$7K ﹤0.01%
+350
1096
$7K ﹤0.01%
121
+19
1097
$7K ﹤0.01%
281
1098
$7K ﹤0.01%
475
1099
$7K ﹤0.01%
1,400
+400
1100
$7K ﹤0.01%
75
+57
42 43
44
45 46