Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.7M
3
+$340K
4
AGN
Allergan Inc
AGN
+$325K
5
FDX icon
FedEx
FDX
+$208K

Top Sells

1
+$2.57M
2
+$1,000K
3
+$854K
4
COP icon
ConocoPhillips
COP
+$667K
5
MPC icon
Marathon Petroleum
MPC
+$546K

Sector Composition

1 Utilities 23.96%
2 Industrials 14.53%
3 Financials 13.26%
4 Energy 13.26%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.91%
42,984
-6,487
27
$1.09M 0.89%
18,550
-1,253
28
$917K 0.75%
22,348
-320
29
$907K 0.74%
23,224
+347
30
$865K 0.71%
12,530
-6,846
31
$862K 0.71%
21,513
-7,607
32
$798K 0.65%
18,167
+796
33
$760K 0.62%
15,588
-2,163
34
$600K 0.49%
12,444
+944
35
$589K 0.48%
31,001
+5,130
36
$518K 0.42%
7,357
-9,474
37
$429K 0.35%
16,489
+3,464
38
$426K 0.35%
12,301
+338
39
$352K 0.29%
13,831
-5,185
40
$227K 0.19%
5,856
-1,037
41
$164K 0.13%
2,134
-5,102
42
$111K 0.09%
5,448
-2,371
43
$110K 0.09%
3,825
-955
44
$102K 0.08%
5,924
-437
45
$85K 0.07%
2,513
-784
46
$36K 0.03%
2,856
-530
47
$31K 0.03%
334
-282
48
$27K 0.02%
767
-8,029
49
$25K 0.02%
294
-23
50
$16K 0.01%
947
-636
1
2
3