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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
1176
$5K ﹤0.01%
100
-207
1177
$5K ﹤0.01%
+100
1178
$5K ﹤0.01%
151
1179
$5K ﹤0.01%
6
1180
$5K ﹤0.01%
95
-395
1181
$5K ﹤0.01%
500
1182
$5K ﹤0.01%
52
+2
1183
$5K ﹤0.01%
39
+12
1184
$5K ﹤0.01%
+170
1185
$5K ﹤0.01%
150
-100
1186
$5K ﹤0.01%
109
+5
1187
$5K ﹤0.01%
300
1188
$5K ﹤0.01%
200
1189
$5K ﹤0.01%
122
1190
$5K ﹤0.01%
300
-500
1191
$5K ﹤0.01%
100
+3
1192
$5K ﹤0.01%
209
1193
$5K ﹤0.01%
2,500
1194
$5K ﹤0.01%
200
1195
$5K ﹤0.01%
1,500
-1,300
1196
$5K ﹤0.01%
1,000
1197
$5K ﹤0.01%
316
1198
$5K ﹤0.01%
62
+3
1199
$5K ﹤0.01%
100
1200
$5K ﹤0.01%
280
46 47
48
49 50