Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5
227
– –
-30
228
– –
-50
229
– –
-8
230
– –
-13
231
– –
-44
232
– –
-28
233
– –
-12
234
– –
-22
235
$0 ﹤0.01%
+5
236
– –
-28
237
– –
-12
238
– –
-47
239
– –
-30
240
– –
-24
241
– –
-39
242
– –
-19
243
– –
-35
244
– –
-23
245
– –
-1
246
– –
-20
247
– –
-16
248
– –
-14
249
– –
-10
250
– –
-9,966
7 8 9
10
11