Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$357M
3
+$272M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$244M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$162M

Top Sells

1
+$269M
2
+$179M
3
+$122M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$102M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$75M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,312
277
– –
-163,559
278
– –
-20,000
8 9 10 11
12