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
$120M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.71M
3
+$714K
4
TRN icon
Trinity Industries
TRN
+$641K
5
SON icon
Sonoco
SON
+$628K

Top Sells

1
+$10.3M
2
+$3.24M
3
+$3.01M
4
FAF icon
First American
FAF
+$2.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$1.52M

Sector Composition

1 Financials 17.81%
2 Utilities 16.62%
3 Energy 15.4%
4 Communication Services 14.18%
5 Industrials 13.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.99%
27,475
-35,167
27
$1.05M 0.88%
19,103
-329
28
$975K 0.81%
8,029
-3,854
29
$781K 0.65%
12,258
-8,393
30
$611K 0.51%
17,002
+1,741
31
$580K 0.48%
25,142
+14,750
32
$566K 0.47%
+20,304
33
$562K 0.47%
13,670
+1,081
34
$496K 0.41%
12,509
+3,009
35
$476K 0.4%
14,893
+5,024
36
$450K 0.38%
15,585
+2,646
37
$427K 0.36%
9,995
+1,287
38
$387K 0.32%
26,448
+3,872
39
$300K 0.25%
12,605
-3,546
40
$278K 0.23%
+8,346
41
$230K 0.19%
7,266
+4,234
42
$219K 0.18%
3,147
-964
43
$130K 0.11%
4,194
-96,960
44
$121K 0.1%
7,053
-744
45
$120K 0.1%
5,103
+2,040
46
$115K 0.1%
5,607
+327
47
$94K 0.08%
+2,165
48
$43K 0.04%
1,001
+509
49
$42K 0.04%
3,627
-84
50
$39K 0.03%
2,303
+2,234
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