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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$15.3M
3
+$9.39M
4
AGN
Allergan Inc
AGN
+$4.8M
5
FAF icon
First American
FAF
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 21.76%
2 Utilities 17.12%
3 Industrials 14.35%
4 Energy 14.16%
5 Financials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$817K 0.7%
+10,867
27
$770K 0.66%
+20,685
28
$646K 0.56%
+18,683
29
$616K 0.53%
+54,978
30
$523K 0.45%
+15,261
31
$506K 0.44%
+36,553
32
$476K 0.41%
+12,589
33
$387K 0.33%
+16,151
34
$384K 0.33%
+9,500
35
$381K 0.33%
+22,576
36
$376K 0.32%
+8,708
37
$318K 0.27%
+12,939
38
$292K 0.25%
+9,869
39
$249K 0.21%
+4,111
40
$249K 0.21%
+10,392
41
$113K 0.1%
+7,797
42
$103K 0.09%
+101,154
43
$96K 0.08%
+3,032
44
$86K 0.07%
+5,280
45
$65K 0.06%
+1,107
46
$57K 0.05%
+3,063
47
$41K 0.04%
+3,711
48
$25K 0.02%
+362
49
$20K 0.02%
+492
50
$16K 0.01%
+599
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