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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
$550M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,592
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$8.77M
3
+$8.17M
4
WFC icon
Wells Fargo
WFC
+$4.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.69M

Top Sells

1
+$1.7M
2
+$813K
3
+$796K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$619K
5
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$550K

Sector Composition

1 Financials 18.79%
2 Healthcare 5.36%
3 Technology 5.31%
4 Communication Services 3.62%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
9
1427
$1K ﹤0.01%
200
1428
$1K ﹤0.01%
29
-1
1429
$1K ﹤0.01%
33
1430
$1K ﹤0.01%
+4
1431
$1K ﹤0.01%
+24
1432
$1K ﹤0.01%
2
1433
$1K ﹤0.01%
27
1434
$1K ﹤0.01%
+26
1435
$1K ﹤0.01%
200
1436
$1K ﹤0.01%
+29
1437
$1K ﹤0.01%
350
1438
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92
1439
$1K ﹤0.01%
100
1440
$1K ﹤0.01%
18
1441
$1K ﹤0.01%
76
1442
$1K ﹤0.01%
+52
1443
$1K ﹤0.01%
+100
1444
$1K ﹤0.01%
+34
1445
$1K ﹤0.01%
+10
1446
$1K ﹤0.01%
500
1447
$1K ﹤0.01%
200
1448
$1K ﹤0.01%
43
1449
$1K ﹤0.01%
+104
1450
$1K ﹤0.01%
+43
56 57
58
59 60