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
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$876K
3
+$644K
4
DAL icon
Delta Air Lines
DAL
+$606K
5
AMCX icon
AMC Networks
AMCX
+$511K

Top Sells

1
+$7.99M
2
+$2.57M
3
+$2.13M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
BK icon
Bank of New York Mellon
BK
+$765K

Sector Composition

1 Utilities 18.15%
2 Industrials 16.36%
3 Energy 14.51%
4 Financials 13.03%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.21%
52,521
-15,334
27
$1.23M 1.06%
39,110
-3,874
28
$1.14M 0.98%
18,460
-90
29
$868K 0.75%
19,753
-2,595
30
$844K 0.73%
19,593
-1,920
31
$839K 0.72%
20,204
-3,020
32
$683K 0.59%
15,556
-2,611
33
$660K 0.57%
18,075
+5,631
34
$642K 0.55%
17,501
+5,200
35
$636K 0.55%
16,415
+15,648
36
$630K 0.54%
11,810
-3,778
37
$512K 0.44%
8,329
+8,305
38
$437K 0.38%
25,973
-5,028
39
$432K 0.37%
10,442
+4,586
40
$411K 0.35%
4,796
-2,561
41
$390K 0.34%
14,651
-1,838
42
$338K 0.29%
13,674
-157
43
$108K 0.09%
5,524
-400
44
$103K 0.09%
2,471
-42
45
$94K 0.08%
1,169
-965
46
$80K 0.07%
5,345
-103
47
$57K 0.05%
+1,327
48
$51K 0.04%
3,050
-775
49
$38K 0.03%
2,689
-167
50
$26K 0.02%
297
+3
1
2
3