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
$130M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.22M
3
+$3.01M
4
MSFT icon
Microsoft
MSFT
+$2.02M
5
MPC icon
Marathon Petroleum
MPC
+$1.97M

Top Sells

1
+$3.27M
2
+$2.38M
3
+$1.06M
4
VSAT icon
Viasat
VSAT
+$634K
5
AMCX icon
AMC Networks
AMCX
+$512K

Sector Composition

1 Industrials 17.89%
2 Financials 17.71%
3 Energy 15.65%
4 Utilities 11.47%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.01%
22,548
+4,088
27
$1.2M 0.92%
35,543
-3,567
28
$1.1M 0.85%
21,107
-2,660
29
$1.05M 0.81%
23,266
+539
30
$904K 0.7%
21,466
+1,873
31
$889K 0.69%
16,134
-11,514
32
$855K 0.66%
+11,436
33
$771K 0.59%
18,541
-1,663
34
$564K 0.44%
10,534
-1,276
35
$536K 0.41%
14,709
-847
36
$442K 0.34%
19,400
+5,726
37
$440K 0.34%
12,145
-5,356
38
$401K 0.31%
15,255
+604
39
$350K 0.27%
29,606
+3,633
40
$343K 0.26%
9,498
-6,917
41
$328K 0.25%
7,108
+4,637
42
$306K 0.24%
4,005
-791
43
$290K 0.22%
13,700
-4,375
44
$255K 0.2%
6,330
-4,112
45
$97K 0.07%
5,315
-209
46
$68K 0.05%
6,596
+1,251
47
$59K 0.05%
732
-437
48
$36K 0.03%
685
+574
49
$27K 0.02%
766
-561
50
$25K 0.02%
+102
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