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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
1226
$4K ﹤0.01%
235
+5
1227
$4K ﹤0.01%
10
-4
1228
$4K ﹤0.01%
200
1229
$4K ﹤0.01%
106
-26
1230
$4K ﹤0.01%
2,010
1231
$4K ﹤0.01%
90
1232
$4K ﹤0.01%
102
1233
$4K ﹤0.01%
70
+1
1234
$4K ﹤0.01%
596
1235
$4K ﹤0.01%
132
-570
1236
$4K ﹤0.01%
25
1237
$4K ﹤0.01%
100
-100
1238
$4K ﹤0.01%
100
-487
1239
$4K ﹤0.01%
200
1240
$4K ﹤0.01%
38
1241
$4K ﹤0.01%
49
1242
$4K ﹤0.01%
75
-200
1243
$4K ﹤0.01%
50
1244
$4K ﹤0.01%
49
1245
$4K ﹤0.01%
68
+2
1246
$4K ﹤0.01%
289
1247
$4K ﹤0.01%
230
1248
$4K ﹤0.01%
+100
1249
– –
0
1250
– –
0
48 49
50
51 52