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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
$371M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,516
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.03M
3
+$1.62M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.25M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$965K

Top Sells

1
+$3.27M
2
+$985K
3
+$723K
4
WMT icon
Walmart Inc
WMT
+$555K
5
QCOM icon
Qualcomm
QCOM
+$438K

Sector Composition

1 Financials 9.2%
2 Healthcare 8.13%
3 Technology 6.77%
4 Communication Services 5.42%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
44
1277
$2K ﹤0.01%
700
1278
$2K ﹤0.01%
27
1279
$2K ﹤0.01%
25
1280
– –
0
1281
$2K ﹤0.01%
115
1282
$2K ﹤0.01%
180
+28
1283
$2K ﹤0.01%
208
1284
$2K ﹤0.01%
78
1285
$2K ﹤0.01%
21
-100
1286
$2K ﹤0.01%
22
1287
$2K ﹤0.01%
100
1288
$2K ﹤0.01%
188
1289
$2K ﹤0.01%
54
1290
$2K ﹤0.01%
20
-136
1291
$2K ﹤0.01%
175
1292
$2K ﹤0.01%
24
-130
1293
$2K ﹤0.01%
68
1294
$2K ﹤0.01%
100
1295
$2K ﹤0.01%
100
1296
$2K ﹤0.01%
58
-395
1297
$2K ﹤0.01%
39
1298
$2K ﹤0.01%
44
1299
$2K ﹤0.01%
99
1300
$2K ﹤0.01%
17
-10
50 51
52
53 54