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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
$589M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,481
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$764K
3
+$671K
4
SO icon
Southern Company
SO
+$565K
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$463K

Top Sells

1
+$1.01M
2
+$705K
3
+$511K
4
C icon
Citigroup
C
+$475K
5
TWTR
Twitter, Inc.
TWTR
+$379K

Sector Composition

1 Financials 21.12%
2 Technology 6.02%
3 Healthcare 4.86%
4 Communication Services 3.39%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
50
1252
$1K ﹤0.01%
5
1253
$1K ﹤0.01%
12
1254
$1K ﹤0.01%
13
1255
$1K ﹤0.01%
700
1256
$1K ﹤0.01%
3
1257
$1K ﹤0.01%
32
1258
$1K ﹤0.01%
3
1259
$0 ﹤0.01%
200
1260
– –
-167
1261
$0 ﹤0.01%
4
1262
– –
0
1263
– –
-500
1264
– –
-400
1265
– –
-500
1266
– –
-500
1267
$0 ﹤0.01%
+5
1268
$0 ﹤0.01%
8
-19
1269
– –
-1,300
1270
– –
-500
1271
$0 ﹤0.01%
200
1272
– –
-10,000
1273
– –
-300
1274
– –
-1,000
1275
$0 ﹤0.01%
6
49 50
51
52 53